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 | $48,978 | $49,025-0.1% | $87,507-44.0% | $62,891-22.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.61% | 10.02%-2.4pp | 12.21%-4.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,702 | $1,372+24.1% | $2,550-33.2% | $2,281-25.4% |
| Participant deferral / active EE | $3,884 | $2,289+69.7% | $3,149+23.4% | $3,203+21.3% |
| Admin fee / account holder | $4,039 | $4,065-0.7% | $4,221-4.3% | $4,296-6.0% |