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 | $50,403 | $76,367-34.0% | $93,606-46.2% | $72,985-30.9% |
| Participation rate | 87.1% | 71.7%+15.4pp | 75.8%+11.3pp | 69.5%+17.6pp |
| Annual return | 27.04% | 25.82%+1.2pp | 32.76%-5.7pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,373 | $2,275-39.6% | $2,718-49.5% | $2,440-43.7% |
| Participant deferral / active EE | $2,526 | $3,538-28.6% | $4,069-37.9% | $3,607-30.0% |
| Admin fee / account holder | $2,068 | $6,838-69.8% | $7,888-73.8% | $5,124-59.6% |