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 | $45,909 | $84,233-45.5% | $170,442-73.1% | $70,131-34.5% |
| Participation rate | 89.7% | 70.8%+18.9pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 15.45% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,142 | $3,387-66.3% | $5,433-79.0% | $2,342-51.3% |
| Participant deferral / active EE | $3,288 | $3,086+6.5% | $4,939-33.4% | $3,332-1.3% |
| Admin fee / account holder | $561 | $5,698-90.2% | $13,880-96.0% | $4,645-87.9% |