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 | $49,408 | $76,367-35.3% | $93,606-47.2% | $72,985-32.3% |
| Participation rate | 79.5% | 71.7%+7.7pp | 75.8%+3.7pp | 69.5%+10.0pp |
| Annual return | 17.69% | 25.82%-8.1pp | 32.76%-15.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $694 | $2,275-69.5% | $2,718-74.5% | $2,440-71.6% |
| Participant deferral / active EE | $2,797 | $3,538-20.9% | $4,069-31.2% | $3,607-22.5% |
| Admin fee / account holder | $2,895 | $6,838-57.7% | $7,888-63.3% | $5,124-43.5% |