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 | $49,410 | $78,422-37.0% | $95,952-48.5% | $79,858-38.1% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 10.64% | 19.37%-8.7pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,377 | $1,945-29.2% | $2,541-45.8% | $2,471-44.3% |
| Participant deferral / active EE | $2,656 | $3,440-22.8% | $4,167-36.3% | $3,740-29.0% |
| Admin fee / account holder | $1,091 | $5,622-80.6% | $6,795-83.9% | $5,306-79.4% |