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 | $46,458 | $72,492-35.9% | $87,100-46.7% | $72,985-36.3% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.1pp | 69.5%+7.3pp |
| Annual return | 17.97% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,165 | $1,894-38.5% | $2,521-53.8% | $2,440-52.3% |
| Participant deferral / active EE | $2,808 | $3,270-14.1% | $4,049-30.6% | $3,607-22.2% |
| Admin fee / account holder | $788 | $5,055-84.4% | $7,497-89.5% | $5,124-84.6% |