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 | $51,185 | $77,634-34.1% | $156,549-67.3% | $62,891-18.6% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 10.20% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,678 | $3,444-51.3% | $5,501-69.5% | $2,281-26.4% |
| Participant deferral / active EE | $3,729 | $3,045+22.5% | $4,871-23.4% | $3,203+16.4% |
| Admin fee / account holder | $311 | $5,561-94.4% | $13,027-97.6% | $4,296-92.8% |