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 5-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 | $43,238 | $86,929-50.3% | $102,423-57.8% | $80,856-46.5% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 10.58% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,895 | $2,369-20.0% | $3,023-37.3% | $2,755-31.2% |
| Participant deferral / active EE | $3,544 | $4,118-13.9% | $5,053-29.9% | $4,296-17.5% |
| Admin fee / account holder | $2,070 | $8,049-74.3% | $9,451-78.1% | $6,918-70.1% |