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 | $45,803 | $65,365-29.9% | $92,893-50.7% | $72,985-37.2% |
| Participation rate | 71.7% | 68.3%+3.4pp | 76.0%-4.3pp | 69.5%+2.3pp |
| Annual return | 24.33% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,881 | $2,594-27.5% | $3,653-48.5% | $2,440-22.9% |
| Participant deferral / active EE | $2,633 | $3,128-15.8% | $4,236-37.8% | $3,607-27.0% |
| Admin fee / account holder | $963 | $4,251-77.4% | $5,794-83.4% | $5,124-81.2% |