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 | $63,031 | $83,477-24.5% | $125,175-49.6% | $72,985-13.6% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.5pp | 69.5%+25.8pp |
| Annual return | 22.32% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,732 | $2,345-26.2% | $3,865-55.2% | $2,440-29.0% |
| Participant deferral / active EE | $3,258 | $3,585-9.1% | $4,937-34.0% | $3,607-9.7% |
| Admin fee / account holder | $2,897 | $5,517-47.5% | $9,702-70.1% | $5,124-43.5% |