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 | $39,949 | $65,365-38.9% | $92,893-57.0% | $72,985-45.3% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 21.76% | 42.10%-20.3pp | 109.41%-87.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,506 | $2,594-3.4% | $3,653-31.4% | $2,440+2.7% |
| Participant deferral / active EE | $2,388 | $3,128-23.7% | $4,236-43.6% | $3,607-33.8% |
| Admin fee / account holder | $2,022 | $4,251-52.4% | $5,794-65.1% | $5,124-60.5% |