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 | $36,355 | $77,634-53.2% | $156,549-76.8% | $62,891-42.2% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 7.13% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,958 | $3,444-43.1% | $5,501-64.4% | $2,281-14.2% |
| Participant deferral / active EE | $4,706 | $3,045+54.5% | $4,871-3.4% | $3,203+46.9% |
| Admin fee / account holder | $911 | $5,561-83.6% | $13,027-93.0% | $4,296-78.8% |