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 | $34,453 | $62,672-45.0% | $185,117-81.4% | $70,131-50.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.99% | 40.79%-22.8pp | 40.50%-22.5pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,791 | $1,753+2.2% | $4,182-57.2% | $2,342-23.5% |
| Participant deferral / active EE | $4,449 | $3,272+36.0% | $5,045-11.8% | $3,332+33.5% |
| Admin fee / account holder | $2,940 | $3,932-25.2% | $8,159-64.0% | $4,645-36.7% |