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 | $49,719 | $47,848+3.9% | $81,478-39.0% | $70,131-29.1% |
| Participation rate | 84.6% | 58.3%+26.3pp | 68.0%+16.7pp | 69.5%+15.1pp |
| Annual return | 16.49% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $709 | $1,527-53.6% | $2,568-72.4% | $2,342-69.7% |
| Participant deferral / active EE | $2,118 | $2,453-13.7% | $3,537-40.1% | $3,332-36.4% |
| Admin fee / account holder | $834 | $3,145-73.5% | $4,561-81.7% | $4,645-82.1% |