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 | $42,727 | $99,341-57.0% | $84,750-49.6% | $273,961-84.4% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 10.86% | 22.93%-12.1pp | 22.78%-11.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,654 | $4,214-37.0% | $3,574-25.7% | $4,869-45.5% |
| Participant deferral / active EE | $3,423 | $4,269-19.8% | $3,712-7.8% | $5,287-35.3% |
| Admin fee / account holder | $313 | $6,644-95.3% | $5,332-94.1% | $10,132-96.9% |