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 | $46,960 | $86,929-46.0% | $102,423-54.2% | $80,856-41.9% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.1pp |
| Annual return | 17.57% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,829 | $2,369-22.8% | $3,023-39.5% | $2,755-33.6% |
| Participant deferral / active EE | $3,379 | $4,118-17.9% | $5,053-33.1% | $4,296-21.3% |
| Admin fee / account holder | $3,902 | $8,049-51.5% | $9,451-58.7% | $6,918-43.6% |