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 | $57,804 | $71,050-18.6% | $93,606-38.2% | $80,856-28.5% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.6pp |
| Annual return | 16.66% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,626 | $1,564+4.0% | $2,420-32.8% | $2,755-41.0% |
| Participant deferral / active EE | $2,859 | $4,034-29.1% | $4,411-35.2% | $4,296-33.5% |
| Admin fee / account holder | $1,082 | $6,945-84.4% | $8,285-86.9% | $6,918-84.4% |