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 4-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 | $35,462 | $91,407-61.2% | $135,903-73.9% | $71,457-50.4% |
| Participation rate | 79.6% | 75.7%+3.9pp | 81.9%-2.3pp | 67.9%+11.6pp |
| Annual return | 56.73% | 29.90%+26.8pp | 68.23%-11.5pp | 28.85%+27.9pp |
| Employer contribution / active EE | $3,013 | $3,703-18.7% | $4,856-38.0% | $2,588+16.4% |
| Participant deferral / active EE | $5,361 | $7,092-24.4% | $7,758-30.9% | $4,289+25.0% |
| Admin fee / account holder | $2,792 | $1,266+120.6% | $10,762-74.1% | $1,587+75.9% |