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 | $21,460 | $58,851-63.5% | $115,157-81.4% | $72,985-70.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 24.46% | 23.16%+1.3pp | 35.60%-11.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,443 | $1,798-19.7% | $3,179-54.6% | $2,440-40.8% |
| Participant deferral / active EE | $3,355 | $2,643+26.9% | $4,168-19.5% | $3,607-7.0% |
| Admin fee / account holder | $1,340 | $6,370-79.0% | $7,088-81.1% | $5,124-73.8% |