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 | $43,280 | $78,672-45.0% | $109,143-60.3% | $85,850-49.6% |
| Participation rate | 88.9% | 68.3%+20.6pp | 75.9%+13.0pp | 69.3%+19.6pp |
| Annual return | 11.74% | 25.09%-13.3pp | 25.75%-14.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,250 | $2,735-54.3% | $3,722-66.4% | $2,565-51.3% |
| Participant deferral / active EE | $3,626 | $3,467+4.6% | $4,653-22.1% | $3,952-8.3% |
| Admin fee / account holder | $5,956 | $5,469+8.9% | $6,752-11.8% | $6,260-4.9% |