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 | $38,363 | $78,672-51.2% | $109,143-64.9% | $85,850-55.3% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 14.31% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,089 | $2,735-23.6% | $3,722-43.9% | $2,565-18.6% |
| Participant deferral / active EE | $3,567 | $3,467+2.9% | $4,653-23.3% | $3,952-9.7% |
| Admin fee / account holder | $493 | $5,469-91.0% | $6,752-92.7% | $6,260-92.1% |