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 | $40,594 | $76,552-47.0% | $123,892-67.2% | $62,891-35.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 33.54% | 18.68%+14.9pp | 47.52%-14.0pp | 20.14%+13.4pp |
| Employer contribution / active EE | $2,053 | $2,883-28.8% | $4,617-55.5% | $2,281-10.0% |
| Participant deferral / active EE | $3,279 | $4,840-32.3% | $5,984-45.2% | $3,203+2.4% |
| Admin fee / account holder | $3,690 | $4,826-23.5% | $8,357-55.8% | $4,296-14.1% |