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 | $40,097 | $67,606-40.7% | $82,313-51.3% | $70,131-42.8% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 22.01% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,710 | $1,755-2.5% | $2,428-29.6% | $2,342-27.0% |
| Participant deferral / active EE | $3,944 | $2,987+32.0% | $3,706+6.4% | $3,332+18.4% |
| Admin fee / account holder | $447 | $4,512-90.1% | $5,608-92.0% | $4,645-90.4% |