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 | $47,400 | $72,277-34.4% | $101,248-53.2% | $79,858-40.6% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 18.91% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $5,382 | $2,692+99.9% | $3,660+47.1% | $2,471+117.8% |
| Participant deferral / active EE | $5,237 | $3,282+59.6% | $4,370+19.8% | $3,740+40.0% |
| Admin fee / account holder | $2,286 | $4,400-48.0% | $5,945-61.5% | $5,306-56.9% |