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 | $89,145 | $72,277+23.3% | $101,248-12.0% | $79,858+11.6% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 18.32% | 22.30%-4.0pp | 46.47%-28.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,033 | $2,692-61.6% | $3,660-71.8% | $2,471-58.2% |
| Participant deferral / active EE | $3,981 | $3,282+21.3% | $4,370-8.9% | $3,740+6.4% |
| Admin fee / account holder | $3,183 | $4,400-27.7% | $5,945-46.5% | $5,306-40.0% |