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 | $57,235 | $71,050-19.4% | $93,606-38.9% | $80,856-29.2% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.1pp |
| Annual return | 13.02% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,489 | $1,564-4.8% | $2,420-38.5% | $2,755-46.0% |
| Participant deferral / active EE | $5,911 | $4,034+46.5% | $4,411+34.0% | $4,296+37.6% |
| Admin fee / account holder | $3,756 | $6,945-45.9% | $8,285-54.7% | $6,918-45.7% |