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 | $37,856 | $98,750-61.7% | $149,696-74.7% | $79,858-52.6% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.6%+4.1pp |
| Annual return | 13.24% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,485 | $3,216-22.7% | $4,644-46.5% | $2,471+0.6% |
| Participant deferral / active EE | $5,523 | $5,680-2.8% | $6,842-19.3% | $3,740+47.7% |
| Admin fee / account holder | $9,277 | $6,053+53.3% | $9,309-0.3% | $5,306+74.8% |