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 | $51,240 | $57,541-10.9% | $95,745-46.5% | $75,163-31.8% |
| Participation rate | 70.5% | 62.5%+8.0pp | 72.3%-1.8pp | 67.2%+3.3pp |
| Annual return | 18.51% | 34.93%-16.4pp | 28.35%-9.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,319 | $1,808-27.0% | $2,835-53.5% | $2,670-50.6% |
| Participant deferral / active EE | $2,996 | $3,074-2.5% | $4,245-29.4% | $4,125-27.4% |
| Admin fee / account holder | $4,750 | $4,099+15.9% | $5,678-16.3% | $5,651-15.9% |