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 | $51,448 | $73,933-30.4% | $96,683-46.8% | $75,163-31.6% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 16.78% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,603 | $2,928+23.1% | $3,737-3.6% | $2,670+35.0% |
| Participant deferral / active EE | $2,197 | $3,659-40.0% | $4,878-55.0% | $4,125-46.8% |
| Admin fee / account holder | $2,617 | $5,216-49.8% | $6,730-61.1% | $5,651-53.7% |