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 | $50,497 | $67,411-25.1% | $91,001-44.5% | $70,131-28.0% |
| Participation rate | 96.8% | 71.4%+25.4pp | 75.6%+21.2pp | 69.5%+27.2pp |
| Annual return | 20.40% | -40.16%+60.6pp | 4.60%+15.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,956 | $1,786+9.5% | $2,456-20.4% | $2,342-16.5% |
| Participant deferral / active EE | $3,268 | $2,823+15.8% | $3,547-7.9% | $3,332-1.9% |
| Admin fee / account holder | $3,410 | $4,236-19.5% | $5,417-37.0% | $4,645-26.6% |