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 | $42,848 | $93,571-54.2% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,176 | $3,537-10.2% | $4,856-34.6% | $2,670+19.0% |
| Participant deferral / active EE | $9,097 | $6,404+42.1% | $7,758+17.3% | $4,125+120.5% |
| Admin fee / account holder | $10,500 | $6,975+50.5% | $10,762-2.4% | $5,651+85.8% |