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 7-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 | $53,498 | $98,750-45.8% | $149,696-64.3% | $79,858-33.0% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | 27.63% | 27.43%+0.2pp | 276.60%-249.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $838 | $3,216-73.9% | $4,644-81.9% | $2,471-66.1% |
| Participant deferral / active EE | $10,854 | $5,680+91.1% | $6,842+58.6% | $3,740+190.2% |
| Admin fee / account holder | $787 | $6,053-87.0% | $9,309-91.5% | $5,306-85.2% |