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 5-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 | $28,313 | $93,571-69.7% | $135,903-79.2% | $75,163-62.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 51.22% | 30.90%+20.3pp | 68.23%-17.0pp | 160.62%-109.4pp |
| Employer contribution / active EE | $5,581 | $3,537+57.8% | $4,856+14.9% | $2,670+109.0% |
| Participant deferral / active EE | $6,402 | $6,4040% | $7,758-17.5% | $4,125+55.2% |
| Admin fee / account holder | $1,021 | $6,975-85.4% | $10,762-90.5% | $5,651-81.9% |