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 | $47,273 | $72,492-34.8% | $87,100-45.7% | $72,985-35.2% |
| Participation rate | 73.6% | 72.8%+0.8pp | 76.9%-3.3pp | 69.5%+4.1pp |
| Annual return | 20.92% | 24.46%-3.5pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,038 | $3,270-37.7% | $4,049-49.7% | $3,607-43.5% |
| Admin fee / account holder | $4,045 | $5,055-20.0% | $7,497-46.0% | $5,124-21.1% |