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 | $47,094 | $80,968-41.8% | $96,544-51.2% | $75,163-37.3% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 15.16% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,432 | $2,282-37.2% | $2,965-51.7% | $2,670-46.4% |
| Participant deferral / active EE | $2,578 | $3,928-34.4% | $4,851-46.9% | $4,125-37.5% |
| Admin fee / account holder | $3,034 | $6,724-54.9% | $8,252-63.2% | $5,651-46.3% |