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 | $47,678 | $63,114-24.5% | $92,893-48.7% | $65,185-26.9% |
| Participation rate | 74.1% | 68.8%+5.3pp | 76.0%-1.9pp | 70.2%+3.9pp |
| Annual return | 25.64% | 28.75%-3.1pp | 109.41%-83.8pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,916 | $2,571-25.5% | $3,653-47.6% | $2,177-12.0% |
| Participant deferral / active EE | $4,283 | $3,108+37.8% | $4,236+1.1% | $3,514+21.9% |
| Admin fee / account holder | $2,565 | $624+311.3% | $5,794-55.7% | $847+202.8% |