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 | $37,418 | $52,580-28.8% | $71,671-47.8% | $70,131-46.6% |
| Participation rate | 80.0% | 60.9%+19.1pp | 68.7%+11.3pp | 69.5%+10.5pp |
| Annual return | 17.56% | 20.25%-2.7pp | 20.65%-3.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,045 | $1,616-35.4% | $2,460-57.5% | $2,342-55.4% |
| Participant deferral / active EE | $3,324 | $2,386+39.3% | $3,438-3.3% | $3,332-0.2% |
| Admin fee / account holder | $1,671 | $3,653-54.3% | $5,558-69.9% | $4,645-64.0% |