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 | $22,863 | $74,927-69.5% | $101,794-77.5% | $84,808-73.0% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.2%+22.1pp | 68.3%+23.0pp |
| Annual return | 25.67% | 18.70%+7.0pp | 30.53%-4.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $1,242 | $1,522-18.4% | $2,289-45.7% | $2,631-52.8% |
| Participant deferral / active EE | $3,561 | $3,099+14.9% | $4,084-12.8% | $4,212-15.4% |
| Admin fee / account holder | $1,624 | $6,514-75.1% | $8,777-81.5% | $7,344-77.9% |