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 | $55,486 | $81,248-31.7% | $155,509-64.3% | $80,856-31.4% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 16.13% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,222 | $3,100-28.3% | $4,672-52.4% | $2,755-19.3% |
| Participant deferral / active EE | $4,598 | $3,452+33.2% | $5,626-18.3% | $4,296+7.0% |
| Admin fee / account holder | $2,953 | $7,997-63.1% | $15,912-81.4% | $6,918-57.3% |