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 | $43,868 | $98,750-55.6% | $149,696-70.7% | $79,858-45.1% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.5%-3.3pp | 69.6%+9.5pp |
| Annual return | 18.43% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,984 | $3,216-38.3% | $4,644-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $3,552 | $5,680-37.5% | $6,842-48.1% | $3,740-5.0% |
| Admin fee / account holder | $2,589 | $6,053-57.2% | $9,309-72.2% | $5,306-51.2% |