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 | $44,456 | $54,762-18.8% | $90,281-50.8% | $72,985-39.1% |
| Participation rate | 98.1% | 65.1%+33.0pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | 25.12% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,283 | $2,092+9.1% | $2,854-20.0% | $2,440-6.4% |
| Participant deferral / active EE | $3,290 | $2,887+14.0% | $3,885-15.3% | $3,607-8.8% |
| Admin fee / account holder | $1,358 | $3,972-65.8% | $5,351-74.6% | $5,124-73.5% |