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 | $46,557 | $89,753-48.1% | $107,525-56.7% | $84,808-45.1% |
| Participation rate | 75.6% | 68.1%+7.5pp | 75.1%+0.5pp | 68.3%+7.3pp |
| Annual return | 15.93% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,067 | $3,113-33.6% | $3,754-44.9% | $2,631-21.4% |
| Participant deferral / active EE | $3,886 | $4,056-4.2% | $5,116-24.0% | $4,212-7.7% |
| Admin fee / account holder | $4,182 | $7,222-42.1% | $8,919-53.1% | $7,344-43.1% |