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 | $43,416 | $185,822-76.6% | $169,993-74.5% | $139,434-68.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 55.75% | 60.50%-4.8pp | 53.37%+2.4pp | 372.94%-317.2pp |
| Employer contribution / active EE | $3,195 | $7,590-57.9% | $6,785-52.9% | $4,751-32.7% |
| Participant deferral / active EE | $7,784 | $11,622-33.0% | $10,408-25.2% | $6,710+16.0% |
| Admin fee / account holder | $7,354 | $15,381-52.2% | $12,815-42.6% | $11,403-35.5% |