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 | $43,736 | $65,395-33.1% | $182,532-76.0% | $72,985-40.1% |
| Participation rate | 98.6% | 65.4%+33.2pp | 78.0%+20.7pp | 69.5%+29.1pp |
| Annual return | 20.47% | 27.68%-7.2pp | 148.54%-128.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,039 | $1,911+59.0% | $4,076-25.5% | $2,440+24.5% |
| Participant deferral / active EE | $5,940 | $3,563+66.7% | $5,524+7.5% | $3,607+64.7% |
| Admin fee / account holder | $4,341 | $4,245+2.3% | $8,592-49.5% | $5,124-15.3% |