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 | $51,245 | $87,166-41.2% | $76,735-33.2% | $137,256-62.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 25.25% | 26.50%-1.2pp | 29.77%-4.5pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,280 | $4,726-9.4% | $4,088+4.7% | $6,407-33.2% |
| Admin fee / account holder | $1,701 | $8,403-79.8% | $7,189-76.3% | $12,270-86.1% |