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 | $55,972 | $154,365-63.7% | $130,231-57.0% | $139,434-59.9% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.3%+8.3pp | 80.3%+4.3pp |
| Annual return | 18.80% | 30.34%-11.5pp | 38.77%-20.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,407 | $5,170-72.8% | $4,126-65.9% | $4,751-70.4% |
| Participant deferral / active EE | $3,965 | $8,498-53.3% | $6,799-41.7% | $6,710-40.9% |
| Admin fee / account holder | $565 | $9,214-93.9% | $6,020-90.6% | $11,403-95.0% |