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 | $47,689 | $78,672-39.4% | $109,143-56.3% | $85,850-44.5% |
| Participation rate | 79.5% | 68.3%+11.3pp | 75.9%+3.7pp | 69.3%+10.2pp |
| Annual return | 14.59% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,920 | $2,735-29.8% | $3,722-48.4% | $2,565-25.2% |
| Participant deferral / active EE | $3,459 | $3,467-0.2% | $4,653-25.7% | $3,952-12.5% |
| Admin fee / account holder | $1,342 | $5,469-75.5% | $6,752-80.1% | $6,260-78.6% |