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 6-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 | $52,252 | $176,812-70.4% | $146,665-64.4% | $167,490-68.8% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 18.00% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,889 | $5,160-44.0% | $4,136-30.2% | $4,837-40.3% |
| Participant deferral / active EE | $10,592 | $6,440+64.5% | $5,506+92.4% | $6,341+67.0% |
| Admin fee / account holder | $1,843 | $13,259-86.1% | $10,280-82.1% | $12,309-85.0% |