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 | $53,453 | $154,117-65.3% | $129,995-58.9% | $139,434-61.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.70% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,851 | $5,289-65.0% | $4,320-57.2% | $4,751-61.0% |
| Participant deferral / active EE | $5,759 | $6,710-14.2% | $5,820-1.1% | $6,710-14.2% |
| Admin fee / account holder | $13,238 | $14,007-5.5% | $10,614+24.7% | $11,403+16.1% |