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 | $47,086 | $86,929-45.8% | $102,423-54.0% | $80,856-41.8% |
| Participation rate | 79.5% | 72.4%+7.1pp | 76.5%+3.0pp | 67.6%+11.8pp |
| Annual return | 10.74% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,205 | $2,369-49.1% | $3,023-60.1% | $2,755-56.3% |
| Participant deferral / active EE | $4,063 | $4,118-1.4% | $5,053-19.6% | $4,296-5.4% |
| Admin fee / account holder | $1,780 | $8,049-77.9% | $9,451-81.2% | $6,918-74.3% |