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 | $47,216 | $64,348-26.6% | $90,160-47.6% | $70,131-32.7% |
| Participation rate | 75.9% | 70.4%+5.4pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 20.64% | 28.13%-7.5pp | 34.88%-14.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,219 | $2,046+57.4% | $3,318-3.0% | $2,342+37.4% |
| Participant deferral / active EE | $5,547 | $4,389+26.4% | $5,288+4.9% | $3,332+66.5% |
| Admin fee / account holder | $1,331 | $3,944-66.2% | $5,943-77.6% | $4,645-71.3% |