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 | $52,180 | $65,365-20.2% | $92,893-43.8% | $72,985-28.5% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 22.86% | 42.10%-19.2pp | 109.41%-86.6pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,287 | $2,594-50.4% | $3,653-64.8% | $2,440-47.2% |
| Participant deferral / active EE | $1,994 | $3,128-36.2% | $4,236-52.9% | $3,607-44.7% |
| Admin fee / account holder | $959 | $4,251-77.4% | $5,794-83.4% | $5,124-81.3% |