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 | $47,815 | $86,922-45.0% | $102,438-53.3% | $80,874-40.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.6pp |
| Annual return | 14.62% | 18.90%-4.3pp | 29.37%-14.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $7,046 | $2,369+197.4% | $3,024+133.0% | $2,756+155.7% |
| Participant deferral / active EE | $2,170 | $4,119-47.3% | $5,054-57.1% | $4,297-49.5% |
| Admin fee / account holder | $7,439 | $8,050-7.6% | $9,448-21.3% | $6,935+7.3% |