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 | $37,626 | $77,634-51.5% | $156,549-76.0% | $62,891-40.2% |
| Participation rate | 76.5% | 71.2%+5.3pp | 84.0%-7.5pp | 69.3%+7.2pp |
| Annual return | 10.32% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,222 | $3,444-35.5% | $5,501-59.6% | $2,281-2.6% |
| Participant deferral / active EE | $3,394 | $3,045+11.4% | $4,871-30.3% | $3,203+6.0% |
| Admin fee / account holder | $5,762 | $5,561+3.6% | $13,027-55.8% | $4,296+34.1% |