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 | $51,099 | $108,825-53.0% | $156,181-67.3% | $82,448-38.0% |
| Participation rate | 97.5% | 72.4%+25.1pp | 78.8%+18.7pp | 68.1%+29.4pp |
| Annual return | 18.49% | 20.59%-2.1pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,084 | $2,870-27.4% | $4,294-51.5% | $2,551-18.3% |
| Participant deferral / active EE | $3,502 | $4,577-23.5% | $6,132-42.9% | $4,139-15.4% |
| Admin fee / account holder | $2,302 | $9,341-75.4% | $14,586-84.2% | $7,234-68.2% |