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 3-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 | $45,406 | $100,970-55.0% | $96,576-53.0% | $137,256-66.9% |
| Participation rate | 81.0% | 82.6%-1.7pp | 81.4%-0.5pp | 80.0%+1.0pp |
| Annual return | 21.41% | 38.16%-16.7pp | 38.47%-17.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,932 | $3,809-23.0% | $3,553-17.5% | $4,156-29.5% |
| Participant deferral / active EE | $7,118 | $8,286-14.1% | $7,956-10.5% | $6,407+11.1% |
| Admin fee / account holder | $5,290 | $11,312-53.2% | $11,381-53.5% | $12,270-56.9% |