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 | $50,576 | $65,365-22.6% | $92,893-45.6% | $72,985-30.7% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.3pp |
| Annual return | 26.89% | 42.10%-15.2pp | 109.41%-82.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,893 | $2,594-27.0% | $3,653-48.2% | $2,440-22.4% |
| Participant deferral / active EE | $3,810 | $3,128+21.8% | $4,236-10.1% | $3,607+5.6% |
| Admin fee / account holder | $1,578 | $4,251-62.9% | $5,794-72.8% | $5,124-69.2% |