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 | $81,873 | $63,355+29.2% | $91,989-11.0% | $72,985+12.2% |
| Participation rate | 89.5% | 72.5%+17.0pp | 78.6%+10.8pp | 69.5%+20.0pp |
| Annual return | 21.91% | 35.35%-13.4pp | 69.02%-47.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,065 | $2,116-49.7% | $3,452-69.2% | $2,440-56.4% |
| Participant deferral / active EE | $3,148 | $4,883-35.5% | $5,923-46.8% | $3,607-12.7% |
| Admin fee / account holder | $1,068 | $4,668-77.1% | $7,743-86.2% | $5,124-79.2% |