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 | $46,263 | $72,492-36.2% | $87,100-46.9% | $72,985-36.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 23.06% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $974 | $1,894-48.6% | $2,521-61.4% | $2,440-60.1% |
| Participant deferral / active EE | $3,541 | $3,270+8.3% | $4,049-12.5% | $3,607-1.9% |
| Admin fee / account holder | $1,870 | $5,055-63.0% | $7,497-75.1% | $5,124-63.5% |