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 | $49,312 | $107,334-54.1% | $92,893-46.9% | $152,861-67.7% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 21.07% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,655 | $4,221-37.1% | $3,653-27.3% | $4,762-44.3% |
| Participant deferral / active EE | $8,023 | $4,845+65.6% | $4,236+89.4% | $5,850+37.1% |
| Admin fee / account holder | $490 | $7,079-93.1% | $5,794-91.5% | $11,596-95.8% |