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 | $47,557 | $95,803-50.4% | $113,168-58.0% | $84,808-43.9% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 14.25% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,238 | $2,360-47.5% | $2,975-58.4% | $2,631-52.9% |
| Participant deferral / active EE | $4,047 | $4,242-4.6% | $5,107-20.8% | $4,212-3.9% |
| Admin fee / account holder | $5,906 | $8,989-34.3% | $12,068-51.1% | $7,344-19.6% |