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 | $43,718 | $72,012-39.3% | $185,823-76.5% | $79,858-45.3% |
| Participation rate | 72.5% | 65.8%+6.7pp | 78.0%-5.5pp | 69.6%+2.9pp |
| Annual return | 15.99% | 23.12%-7.1pp | 35.95%-20.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,412 | $1,965-28.1% | $4,087-65.5% | $2,471-42.9% |
| Participant deferral / active EE | $10,603 | $3,779+180.6% | $5,632+88.3% | $3,740+183.5% |
| Admin fee / account holder | $10,352 | $4,513+129.4% | $9,500+9.0% | $5,306+95.1% |