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 | $32,290 | $76,552-57.8% | $123,892-73.9% | $62,891-48.7% |
| Participation rate | 76.2% | 73.0%+3.2pp | 81.4%-5.2pp | 69.3%+6.9pp |
| Annual return | 11.25% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,870 | $2,883-35.1% | $4,617-59.5% | $2,281-18.0% |
| Participant deferral / active EE | $5,617 | $4,840+16.1% | $5,984-6.1% | $3,203+75.4% |
| Admin fee / account holder | $590 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |