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 | $55,350 | $81,446-32.0% | $103,374-46.5% | $80,874-31.6% |
| Participation rate | 82.6% | 66.9%+15.8pp | 74.5%+8.1pp | 67.6%+15.0pp |
| Annual return | 15.90% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,870 | $3,107-39.8% | $3,869-51.7% | $2,756-32.2% |
| Participant deferral / active EE | $4,444 | $3,870+14.8% | $5,058-12.1% | $4,297+3.4% |
| Admin fee / account holder | $1,772 | $6,715-73.6% | $8,394-78.9% | $6,935-74.4% |