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 | $45,692 | $72,277-36.8% | $101,248-54.9% | $79,858-42.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,575 | $2,692-4.3% | $3,660-29.6% | $2,471+4.2% |
| Participant deferral / active EE | $4,155 | $3,282+26.6% | $4,370-4.9% | $3,740+11.1% |
| Admin fee / account holder | $2,314 | $4,400-47.4% | $5,945-61.1% | $5,306-56.4% |