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 | $55,331 | $46,869+18.1% | $122,332-54.8% | $70,131-21.1% |
| Participation rate | 79.4% | 58.2%+21.2pp | 71.6%+7.8pp | 69.5%+9.9pp |
| Annual return | 16.39% | 24.22%-7.8pp | 30.27%-13.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,935 | $1,288+50.2% | $4,050-52.2% | $2,342-17.4% |
| Participant deferral / active EE | $4,604 | $2,166+112.5% | $3,287+40.1% | $3,332+38.2% |
| Admin fee / account holder | $11,330 | $3,322+241.0% | $5,478+106.8% | $4,645+143.9% |