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 | $49,282 | $72,492-32.0% | $87,100-43.4% | $72,985-32.5% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 19.68% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $825 | $1,894-56.4% | $2,521-67.3% | $2,440-66.2% |
| Participant deferral / active EE | $1,914 | $3,270-41.4% | $4,049-52.7% | $3,607-46.9% |
| Admin fee / account holder | $4,649 | $5,055-8.0% | $7,497-38.0% | $5,124-9.3% |