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 | $38,885 | $135,952-71.4% | $123,892-68.6% | $273,961-85.8% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 8.59% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,110 | $5,170-78.5% | $4,617-76.0% | $4,869-77.2% |
| Participant deferral / active EE | $5,341 | $6,343-15.8% | $5,984-10.8% | $5,287+1.0% |
| Admin fee / account holder | $1,960 | $9,817-80.0% | $8,357-76.5% | $10,132-80.7% |