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 | $37,475 | $109,881-65.9% | $150,045-75.0% | $84,808-55.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,522 | $3,561-29.2% | $4,693-46.3% | $2,631-4.1% |
| Participant deferral / active EE | $7,510 | $6,636+13.2% | $7,997-6.1% | $4,212+78.3% |
| Admin fee / account holder | $3,199 | $8,568-62.7% | $13,435-76.2% | $7,344-56.4% |