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 | $56,227 | $101,724-44.7% | $164,813-65.9% | $80,856-30.5% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 14.98% | 16.72%-1.7pp | 69.93%-55.0pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,907 | $2,953-35.4% | $4,341-56.1% | $2,755-30.8% |
| Participant deferral / active EE | $3,919 | $4,477-12.5% | $6,031-35.0% | $4,296-8.8% |
| Admin fee / account holder | $11,822 | $8,227+43.7% | $12,690-6.8% | $6,918+70.9% |