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 | $42,548 | $80,968-47.5% | $96,544-55.9% | $75,163-43.4% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 17.55% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,600 | $2,282+13.9% | $2,965-12.3% | $2,670-2.6% |
| Participant deferral / active EE | $4,381 | $3,928+11.5% | $4,851-9.7% | $4,125+6.2% |
| Admin fee / account holder | $3,372 | $6,724-49.9% | $8,252-59.1% | $5,651-40.3% |