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 | $45,017 | $39,122+15.1% | $57,179-21.3% | $62,891-28.4% |
| Participation rate | 70.5% | 70.5%0pp | 75.3%-4.9pp | 69.3%+1.1pp |
| Annual return | 23.59% | 9.23%+14.4pp | 14.59%+9.0pp | 20.14%+3.4pp |
| Employer contribution / active EE | $4,431 | $1,874+136.4% | $2,682+65.2% | $2,281+94.3% |
| Participant deferral / active EE | $3,352 | $2,374+41.2% | $3,096+8.3% | $3,203+4.7% |
| Admin fee / account holder | $41,710 | $2,592+1509.2% | $3,139+1228.8% | $4,296+871.0% |