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 | $45,355 | $63,346-28.4% | $92,233-50.8% | $70,131-35.3% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 17.71% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,617 | $2,471-34.6% | $3,679-56.1% | $2,342-31.0% |
| Participant deferral / active EE | $2,994 | $2,854+4.9% | $3,897-23.2% | $3,332-10.1% |
| Admin fee / account holder | $652 | $3,840-83.0% | $5,194-87.4% | $4,645-86.0% |