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 | $57,115 | $80,673-29.2% | $101,326-43.6% | $84,808-32.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.42% | 38.95%-23.5pp | 36.82%-21.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,224 | $2,698-17.6% | $3,665-39.3% | $2,631-15.5% |
| Participant deferral / active EE | $3,684 | $6,840-46.1% | $7,994-53.9% | $4,212-12.5% |
| Admin fee / account holder | $8,104 | $12,784-36.6% | $11,185-27.5% | $7,344+10.4% |