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 | $48,643 | $153,772-68.4% | $133,980-63.7% | $273,961-82.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 3.78% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,448 | $6,029-76.0% | $5,211-72.2% | $4,869-70.3% |
| Participant deferral / active EE | $7,833 | $6,958+12.6% | $6,282+24.7% | $5,287+48.2% |
| Admin fee / account holder | $25,425 | $11,765+116.1% | $9,324+172.7% | $10,132+150.9% |