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 | $55,744 | $70,669-21.1% | $169,368-67.1% | $75,163-25.8% |
| Participation rate | 93.1% | 64.8%+28.3pp | 77.1%+16.0pp | 67.2%+25.9pp |
| Annual return | 18.86% | 36.36%-17.5pp | 405.60%-386.7pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,427 | $2,211+9.8% | $4,013-39.5% | $2,670-9.1% |
| Participant deferral / active EE | $4,146 | $4,311-3.8% | $6,221-33.4% | $4,125+0.5% |
| Admin fee / account holder | $4,845 | $5,402-10.3% | $9,003-46.2% | $5,651-14.3% |