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 | $37,289 | $109,881-66.1% | $150,045-75.1% | $84,808-56.0% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 16.74% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,080 | $3,561-41.6% | $4,693-55.7% | $2,631-20.9% |
| Participant deferral / active EE | $4,017 | $6,636-39.5% | $7,997-49.8% | $4,212-4.6% |
| Admin fee / account holder | $3,040 | $8,568-64.5% | $13,435-77.4% | $7,344-58.6% |