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 | $33,969 | $67,606-49.8% | $82,313-58.7% | $70,131-51.6% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 25.60% | 21.57%+4.0pp | 25.88%-0.3pp | 73.14%-47.5pp |
| Employer contribution / active EE | $3,513 | $1,755+100.2% | $2,428+44.7% | $2,342+50.0% |
| Participant deferral / active EE | $7,757 | $2,987+159.7% | $3,706+109.3% | $3,332+132.8% |
| Admin fee / account holder | $18,957 | $4,512+320.1% | $5,608+238.0% | $4,645+308.1% |