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 | $48,555 | $91,190-46.8% | $178,490-72.8% | $79,858-39.2% |
| Participation rate | 73.8% | 69.2%+4.6pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 18.12% | 24.19%-6.1pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,943 | $3,256-40.3% | $5,011-61.2% | $2,471-21.4% |
| Participant deferral / active EE | $5,066 | $3,236+56.5% | $5,202-2.6% | $3,740+35.5% |
| Admin fee / account holder | $338 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |