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 | $48,787 | $76,367-36.1% | $93,606-47.9% | $72,985-33.2% |
| Participation rate | 71.8% | 71.7%+0.1pp | 75.8%-4.0pp | 69.5%+2.3pp |
| Annual return | 19.54% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $801 | $2,275-64.8% | $2,718-70.5% | $2,440-67.2% |
| Participant deferral / active EE | $1,669 | $3,538-52.8% | $4,069-59.0% | $3,607-53.7% |
| Admin fee / account holder | $489 | $6,838-92.8% | $7,888-93.8% | $5,124-90.5% |