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 3-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 | $32,178 | $80,717-60.1% | $154,803-79.2% | $84,808-62.1% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.1pp | 68.3%+24.9pp |
| Annual return | 50.89% | 37.96%+12.9pp | 58.88%-8.0pp | 40.90%+10.0pp |
| Employer contribution / active EE | $1,263 | $2,761-54.2% | $4,305-70.7% | $2,631-52.0% |
| Participant deferral / active EE | $3,944 | $3,303+19.4% | $5,540-28.8% | $4,212-6.4% |
| Admin fee / account holder | $782 | $6,746-88.4% | $14,329-94.5% | $7,344-89.4% |