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 | $47,157 | $81,446-42.1% | $103,374-54.4% | $80,874-41.7% |
| Participation rate | 75.9% | 66.9%+9.1pp | 74.5%+1.4pp | 67.6%+8.3pp |
| Annual return | 10.91% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,160 | $3,107-30.5% | $3,869-44.2% | $2,756-21.6% |
| Participant deferral / active EE | $5,119 | $3,870+32.3% | $5,058+1.2% | $4,297+19.1% |
| Admin fee / account holder | $4,240 | $6,715-36.9% | $8,394-49.5% | $6,935-38.9% |