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 | $34,471 | $55,706-38.1% | $75,886-54.6% | $72,985-52.8% |
| Participation rate | 72.4% | 61.1%+11.3pp | 69.3%+3.1pp | 69.5%+2.9pp |
| Annual return | 24.50% | 27.59%-3.1pp | 30.76%-6.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $807 | $1,687-52.2% | $2,500-67.7% | $2,440-66.9% |
| Participant deferral / active EE | $3,318 | $2,634+26.0% | $3,603-7.9% | $3,607-8.0% |
| Admin fee / account holder | $694 | $3,978-82.6% | $5,418-87.2% | $5,124-86.5% |