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 | $52,882 | $112,729-53.1% | $98,716-46.4% | $137,256-61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.53% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,252 | $2,725-54.1% | $2,279-45.0% | $4,156-69.9% |
| Participant deferral / active EE | $2,521 | $4,640-45.7% | $4,048-37.7% | $6,407-60.6% |
| Admin fee / account holder | $3,572 | $10,129-64.7% | $8,703-59.0% | $12,270-70.9% |