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 | $47,710 | $197,825-75.9% | $155,790-69.4% | $125,391-62.0% |
| Participation rate | 94.1% | 82.1%+12.0pp | 76.1%+18.0pp | 83.2%+10.9pp |
| Annual return | 2.67% | 86.74%-84.1pp | 71.54%-68.9pp | 282.22%-279.6pp |
| Employer contribution / active EE | $1,610 | $4,847-66.8% | $3,836-58.0% | $4,866-66.9% |
| Participant deferral / active EE | $1,733 | $5,630-69.2% | $4,797-63.9% | $5,352-67.6% |
| Admin fee / account holder | $1,757 | $9,545-81.6% | $7,478-76.5% | $9,540-81.6% |