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 | $37,973 | $104,251-63.6% | $91,001-58.3% | $147,584-74.3% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 25.12% | 27.06%-1.9pp | 4.60%+20.5pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,605 | $3,116-48.5% | $2,456-34.6% | $4,876-67.1% |
| Participant deferral / active EE | $5,994 | $4,195+42.9% | $3,547+69.0% | $5,439+10.2% |
| Admin fee / account holder | $901 | $8,948-89.9% | $5,417-83.4% | $10,885-91.7% |