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 | $50,664 | $161,352-68.6% | $134,172-62.2% | $137,256-63.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.44% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,478 | $4,099-63.9% | $3,420-56.8% | $4,156-64.4% |
| Participant deferral / active EE | $2,939 | $5,552-47.1% | $4,690-37.3% | $6,407-54.1% |
| Admin fee / account holder | $813 | $15,028-94.6% | $12,016-93.2% | $12,270-93.4% |