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 | $50,104 | $79,944-37.3% | $98,439-49.1% | $75,163-33.3% |
| Participation rate | 80.9% | 70.4%+10.5pp | 75.2%+5.7pp | 67.2%+13.7pp |
| Annual return | 14.93% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,082 | $2,264-52.2% | $3,048-64.5% | $2,670-59.5% |
| Participant deferral / active EE | $3,362 | $3,752-10.4% | $4,738-29.0% | $4,125-18.5% |
| Admin fee / account holder | $1,157 | $6,840-83.1% | $8,948-87.1% | $5,651-79.5% |