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 | $47,055 | $101,069-53.4% | $81,478-42.2% | $147,584-68.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 18.23% | 32.40%-14.2pp | 38.78%-20.5pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,309 | $3,205-28.0% | $2,568-10.1% | $4,876-52.7% |
| Participant deferral / active EE | $4,468 | $4,242+5.3% | $3,537+26.3% | $5,439-17.8% |
| Admin fee / account holder | $1,576 | $5,812-72.9% | $4,561-65.4% | $10,885-85.5% |