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 4-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 | $44,150 | $68,914-35.9% | $136,749-67.7% | $74,304-40.6% |
| Participation rate | 70.9% | 51.3%+19.5pp | 72.1%-1.3pp | 60.3%+10.5pp |
| Annual return | 16.42% | 16.34%+0.1pp | 24.33%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,916 | $1,561+22.7% | $3,400-43.6% | $2,241-14.5% |
| Participant deferral / active EE | $3,061 | $2,541+20.5% | $4,692-34.8% | $3,767-18.7% |
| Admin fee / account holder | $1,426 | $3,149-54.7% | $11,386-87.5% | $2,969-52.0% |