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 | $66,463 | $85,766-22.5% | $136,294-51.2% | $70,131-5.2% |
| Participation rate | 74.1% | 74.2%0pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 21.18% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,758 | $2,966-40.7% | $4,695-62.6% | $2,342-25.0% |
| Participant deferral / active EE | $3,997 | $5,051-20.9% | $6,247-36.0% | $3,332+20.0% |
| Admin fee / account holder | $1,882 | $5,420-65.3% | $9,243-79.6% | $4,645-59.5% |