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 9-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 | $46,380 | $114,381-59.5% | $107,525-56.9% | $142,382-67.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.02% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,901 | $4,015-27.8% | $3,754-22.7% | $4,299-32.5% |
| Participant deferral / active EE | $6,562 | $5,564+17.9% | $5,116+28.3% | $6,507+0.8% |
| Admin fee / account holder | $1,166 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |