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 | $38,710 | $68,573-43.5% | $120,368-67.8% | $80,874-52.1% |
| Participation rate | 78.4% | 61.6%+16.8pp | 71.9%+6.5pp | 67.6%+10.7pp |
| Annual return | 10.36% | 23.61%-13.2pp | 107.26%-96.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,065 | $2,052+0.7% | $3,465-40.4% | $2,756-25.1% |
| Participant deferral / active EE | $4,728 | $3,174+49.0% | $4,991-5.3% | $4,297+10.0% |
| Admin fee / account holder | $968 | $5,734-83.1% | $9,429-89.7% | $6,935-86.0% |