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 | $36,951 | $110,257-66.5% | $96,544-61.7% | $139,434-73.5% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 19.42% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,374 | $3,620-6.8% | $2,965+13.8% | $4,751-29.0% |
| Participant deferral / active EE | $2,261 | $5,548-59.2% | $4,851-53.4% | $6,710-66.3% |
| Admin fee / account holder | $534 | $11,591-95.4% | $8,252-93.5% | $11,403-95.3% |