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 | $59,515 | $78,705-24.4% | $117,854-49.5% | $70,131-15.1% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 16.28% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $822 | $2,223-63.0% | $3,786-78.3% | $2,342-64.9% |
| Participant deferral / active EE | $5,052 | $3,297+53.2% | $4,482+12.7% | $3,332+51.6% |
| Admin fee / account holder | $1,756 | $5,065-65.3% | $8,020-78.1% | $4,645-62.2% |