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 | $51,918 | $54,762-5.2% | $90,281-42.5% | $72,985-28.9% |
| Participation rate | 95.7% | 65.1%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 21.03% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $401 | $2,092-80.8% | $2,854-85.9% | $2,440-83.6% |
| Participant deferral / active EE | $2,646 | $2,887-8.4% | $3,885-31.9% | $3,607-26.7% |
| Admin fee / account holder | $2,094 | $3,972-47.3% | $5,351-60.9% | $5,124-59.1% |