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 | $54,094 | $68,547-21.1% | $120,354-55.1% | $80,856-33.1% |
| Participation rate | 75.8% | 61.6%+14.2pp | 71.9%+3.9pp | 67.6%+8.2pp |
| Annual return | 13.52% | 23.60%-10.1pp | 107.15%-93.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,445 | $2,051-29.6% | $3,463-58.3% | $2,755-47.5% |
| Participant deferral / active EE | $2,333 | $3,173-26.5% | $4,991-53.3% | $4,296-45.7% |
| Admin fee / account holder | $5,546 | $5,732-3.2% | $9,423-41.1% | $6,918-19.8% |