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 5-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 | $44,548 | $109,881-59.5% | $150,045-70.3% | $84,808-47.5% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,048 | $3,561-42.5% | $4,693-56.4% | $2,631-22.2% |
| Participant deferral / active EE | $5,664 | $6,636-14.6% | $7,997-29.2% | $4,212+34.5% |
| Admin fee / account holder | $2,802 | $8,568-67.3% | $13,435-79.1% | $7,344-61.9% |