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 | $53,327 | $93,571-43.0% | $135,903-60.8% | $75,163-29.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 15.32% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,713 | $3,537-51.6% | $4,856-64.7% | $2,670-35.8% |
| Participant deferral / active EE | $4,148 | $6,404-35.2% | $7,758-46.5% | $4,125+0.5% |
| Admin fee / account holder | $3,268 | $6,975-53.2% | $10,762-69.6% | $5,651-42.2% |