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 | $44,844 | $77,899-42.4% | $149,673-70.0% | $75,163-40.3% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+15.0pp |
| Annual return | 22.01% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,575 | $3,137+13.9% | $4,818-25.8% | $2,670+33.9% |
| Participant deferral / active EE | $6,510 | $3,411+90.8% | $5,680+14.6% | $4,125+57.8% |
| Admin fee / account holder | $876 | $5,956-85.3% | $13,210-93.4% | $5,651-84.5% |