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 | $42,170 | $93,571-54.9% | $135,903-69.0% | $75,163-43.9% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 17.64% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,602 | $3,537-26.4% | $4,856-46.4% | $2,670-2.5% |
| Participant deferral / active EE | $4,430 | $6,404-30.8% | $7,758-42.9% | $4,125+7.4% |
| Admin fee / account holder | $768 | $6,975-89.0% | $10,762-92.9% | $5,651-86.4% |