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 | $50,453 | $54,541-7.5% | $78,778-36.0% | $70,131-28.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 21.79% | 21.07%+0.7pp | 35.62%-13.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $3,128 | $1,089+187.4% | $1,986+57.6% | $2,342+33.6% |
| Participant deferral / active EE | $6,538 | $2,210+195.8% | $2,958+121.0% | $3,332+96.2% |
| Admin fee / account holder | $1,795 | $3,709-51.6% | $5,134-65.0% | $4,645-61.4% |