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 | $48,853 | $165,912-70.6% | $122,332-60.1% | $147,584-66.9% |
| Participation rate | 76.2% | 79.6%-3.4pp | 71.6%+4.6pp | 82.8%-6.6pp |
| Annual return | 11.86% | 34.55%-22.7pp | 30.27%-18.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,291 | $5,754-77.6% | $4,050-68.1% | $4,876-73.5% |
| Participant deferral / active EE | $3,531 | $4,005-11.8% | $3,287+7.4% | $5,439-35.1% |
| Admin fee / account holder | $1,124 | $7,424-84.9% | $5,478-79.5% | $10,885-89.7% |