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 | $47,197 | $94,625-50.1% | $116,228-59.4% | $84,808-44.3% |
| Participation rate | 70.6% | 70.4%+0.1pp | 74.6%-4.0pp | 68.3%+2.3pp |
| Annual return | 14.62% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $984 | $2,347-58.1% | $2,994-67.1% | $2,631-62.6% |
| Participant deferral / active EE | $2,858 | $3,972-28.0% | $4,953-42.3% | $4,212-32.1% |
| Admin fee / account holder | $1,651 | $10,091-83.6% | $11,989-86.2% | $7,344-77.5% |