See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,121 | $157,256-73.2% | $141,162-70.2% | $152,861-72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.35% | 64.32%-46.0pp | 71.39%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,209 | $5,261-39.0% | $4,735-32.2% | $4,762-32.6% |
| Participant deferral / active EE | $6,948 | $7,109-2.3% | $6,709+3.6% | $5,850+18.8% |
| Admin fee / account holder | $1,125 | $12,120-90.7% | $10,261-89.0% | $11,596-90.3% |