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 | $76,930 | $87,013-11.6% | $106,213-27.6% | $80,856-4.9% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.6pp | 67.6%+5.1pp |
| Annual return | 12.19% | 17.05%-4.9pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,456 | $2,395-39.2% | $3,171-54.1% | $2,755-47.1% |
| Participant deferral / active EE | $3,660 | $3,986-8.2% | $5,016-27.0% | $4,296-14.8% |
| Admin fee / account holder | $1,112 | $8,431-86.8% | $11,033-89.9% | $6,918-83.9% |