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 | $19,402 | $81,233-76.1% | $155,567-87.5% | $80,874-76.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 86.84% | 33.33%+53.5pp | 64.74%+22.1pp | 35.62%+51.2pp |
| Employer contribution / active EE | $3,754 | $3,101+21.1% | $4,674-19.7% | $2,756+36.2% |
| Participant deferral / active EE | $3,428 | $3,452-0.7% | $5,628-39.1% | $4,297-20.2% |
| Admin fee / account holder | $548 | $7,998-93.1% | $15,916-96.6% | $6,935-92.1% |