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 | $49,674 | $64,348-22.8% | $90,160-44.9% | $70,131-29.2% |
| Participation rate | 71.4% | 70.4%+1.0pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 21.25% | 28.13%-6.9pp | 34.88%-13.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,445 | $2,046-29.3% | $3,318-56.4% | $2,342-38.3% |
| Participant deferral / active EE | $4,879 | $4,389+11.2% | $5,288-7.7% | $3,332+46.4% |
| Admin fee / account holder | $2,625 | $3,944-33.4% | $5,943-55.8% | $4,645-43.5% |