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 | $46,610 | $69,518-33.0% | $59,878-22.2% | $135,375-65.6% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.7%-3.9pp | 82.6%-11.8pp |
| Annual return | 8.32% | 7.94%+0.4pp | 3.46%+4.9pp | 519.73%-511.4pp |
| Employer contribution / active EE | $785 | $3,235-75.7% | $2,722-71.2% | $4,779-83.6% |
| Participant deferral / active EE | $2,456 | $4,206-41.6% | $3,402-27.8% | $5,609-56.2% |
| Admin fee / account holder | $1,364 | $5,734-76.2% | $3,590-62.0% | $10,827-87.4% |