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 | $42,185 | $81,248-48.1% | $155,509-72.9% | $80,856-47.8% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 15.47% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $743 | $3,100-76.0% | $4,672-84.1% | $2,755-73.0% |
| Participant deferral / active EE | $5,363 | $3,452+55.4% | $5,626-4.7% | $4,296+24.9% |
| Admin fee / account holder | $765 | $7,997-90.4% | $15,912-95.2% | $6,918-88.9% |