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 | $95,689 | $109,881-12.9% | $150,045-36.2% | $84,808+12.8% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 14.23% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,691 | $3,561+31.7% | $4,6930% | $2,631+78.3% |
| Participant deferral / active EE | $5,292 | $6,636-20.3% | $7,997-33.8% | $4,212+25.7% |
| Admin fee / account holder | $2,309 | $8,568-73.1% | $13,435-82.8% | $7,344-68.6% |