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 | $45,304 | $209,336-78.4% | $197,124-77.0% | $137,256-67.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,056 | $6,591-53.6% | $6,227-50.9% | $4,156-26.5% |
| Participant deferral / active EE | $5,064 | $9,614-47.3% | $9,135-44.6% | $6,407-21.0% |
| Admin fee / account holder | $31,648 | $17,308+82.9% | $16,298+94.2% | $12,270+157.9% |