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 | $34,344 | $100,923-66.0% | $150,045-77.1% | $74,304-53.8% |
| Participation rate | 86.1% | 70.1%+16.1pp | 82.3%+3.8pp | 60.3%+25.8pp |
| Annual return | 16.27% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,299 | $3,463-33.6% | $4,693-51.0% | $2,241+2.6% |
| Participant deferral / active EE | $4,613 | $6,709-31.2% | $7,997-42.3% | $3,767+22.4% |
| Admin fee / account holder | $3,804 | $2,767+37.5% | $13,435-71.7% | $2,969+28.1% |