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 | $51,331 | $91,190-43.7% | $178,490-71.2% | $79,858-35.7% |
| Participation rate | 78.2% | 69.2%+9.0pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 13.58% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,192 | $3,256-32.7% | $5,011-56.3% | $2,471-11.3% |
| Participant deferral / active EE | $3,674 | $3,236+13.5% | $5,202-29.4% | $3,740-1.8% |
| Admin fee / account holder | $1,934 | $6,751-71.4% | $13,984-86.2% | $5,306-63.6% |