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 | $45,256 | $49,227-8.1% | $70,449-35.8% | $79,858-43.3% |
| Participation rate | 73.1% | 69.2%+4.0pp | 75.1%-1.9pp | 69.6%+3.5pp |
| Annual return | 13.18% | 30.06%-16.9pp | 109.03%-95.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,453 | $2,099-30.8% | $2,737-46.9% | $2,471-41.2% |
| Participant deferral / active EE | $3,436 | $2,768+24.1% | $3,709-7.4% | $3,740-8.1% |
| Admin fee / account holder | $2,529 | $2,878-12.1% | $3,845-34.2% | $5,306-52.3% |