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 | $41,507 | $91,552-54.7% | $133,956-69.0% | $79,858-48.0% |
| Participation rate | 91.9% | 73.3%+18.5pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | 16.28% | 61.85%-45.6pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,597 | $2,384+9.0% | $3,919-33.7% | $2,471+5.1% |
| Participant deferral / active EE | $3,625 | $3,733-2.9% | $5,048-28.2% | $3,740-3.1% |
| Admin fee / account holder | $688 | $6,321-89.1% | $8,927-92.3% | $5,306-87.0% |