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 | $45,737 | $93,571-51.1% | $135,903-66.3% | $75,163-39.1% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.8pp | 67.2%+20.5pp |
| Annual return | 18.08% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,249 | $3,537-64.7% | $4,856-74.3% | $2,670-53.2% |
| Participant deferral / active EE | $3,064 | $6,404-52.2% | $7,758-60.5% | $4,125-25.7% |
| Admin fee / account holder | $3,497 | $6,975-49.9% | $10,762-67.5% | $5,651-38.1% |