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 | $35,828 | $46,869-23.6% | $122,332-70.7% | $70,131-48.9% |
| Participation rate | 98.6% | 58.2%+40.4pp | 71.6%+27.0pp | 69.5%+29.1pp |
| Annual return | 14.34% | 24.22%-9.9pp | 30.27%-15.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,512 | $1,288+17.4% | $4,050-62.7% | $2,342-35.5% |
| Participant deferral / active EE | $1,260 | $2,166-41.8% | $3,287-61.7% | $3,332-62.2% |
| Admin fee / account holder | $2,285 | $3,322-31.2% | $5,478-58.3% | $4,645-50.8% |