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 | $53,189 | $57,065-6.8% | $75,670-29.7% | $70,131-24.2% |
| Participation rate | 93.6% | 68.1%+25.5pp | 72.3%+21.3pp | 69.5%+24.1pp |
| Annual return | 13.98% | 23.57%-9.6pp | 27.34%-13.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,129 | $1,817-37.8% | $2,352-52.0% | $2,342-51.8% |
| Participant deferral / active EE | $3,441 | $2,580+33.4% | $3,142+9.5% | $3,332+3.3% |
| Admin fee / account holder | $1,942 | $3,825-49.2% | $5,800-66.5% | $4,645-58.2% |