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 | $54,218 | $49,227+10.1% | $70,449-23.0% | $79,858-32.1% |
| Participation rate | 95.2% | 69.2%+26.1pp | 75.1%+20.2pp | 69.6%+25.6pp |
| Annual return | 16.58% | 30.06%-13.5pp | 109.03%-92.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $724 | $2,099-65.5% | $2,737-73.6% | $2,471-70.7% |
| Participant deferral / active EE | $5,555 | $2,768+100.7% | $3,709+49.8% | $3,740+48.5% |
| Admin fee / account holder | $2,732 | $2,878-5.1% | $3,845-29.0% | $5,306-48.5% |