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 | $45,824 | $95,453-52.0% | $112,040-59.1% | $82,448-44.4% |
| Participation rate | 93.2% | 72.8%+20.5pp | 76.5%+16.7pp | 68.1%+25.2pp |
| Annual return | 15.79% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,969 | $2,318-15.1% | $2,954-33.3% | $2,551-22.8% |
| Participant deferral / active EE | $4,534 | $4,224+7.3% | $5,098-11.1% | $4,139+9.5% |
| Admin fee / account holder | $4,362 | $9,013-51.6% | $12,098-63.9% | $7,234-39.7% |