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 | $48,362 | $86,929-44.4% | $102,423-52.8% | $80,856-40.2% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,019 | $2,369+27.4% | $3,023-0.1% | $2,755+9.6% |
| Participant deferral / active EE | $5,032 | $4,118+22.2% | $5,053-0.4% | $4,296+17.1% |
| Admin fee / account holder | $4,279 | $8,049-46.8% | $9,451-54.7% | $6,918-38.2% |