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 | $53,492 | $77,899-31.3% | $149,673-64.3% | $75,163-28.8% |
| Participation rate | 78.7% | 65.6%+13.1pp | 78.8%0pp | 67.2%+11.5pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,583 | $3,137-17.7% | $4,818-46.4% | $2,670-3.2% |
| Participant deferral / active EE | $3,364 | $3,411-1.4% | $5,680-40.8% | $4,125-18.4% |
| Admin fee / account holder | $842 | $5,956-85.9% | $13,210-93.6% | $5,651-85.1% |