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 | $45,756 | $106,584-57.1% | $101,326-54.8% | $142,382-67.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 21.33% | 36.93%-15.6pp | 36.82%-15.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,674 | $3,956-57.7% | $3,665-54.3% | $4,299-61.1% |
| Participant deferral / active EE | $8,047 | $8,297-3.0% | $7,994+0.7% | $6,507+23.7% |
| Admin fee / account holder | $822 | $11,446-92.8% | $11,185-92.6% | $12,624-93.5% |