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 | $72,983 | $60,892+19.9% | $82,389-11.4% | $84,808-13.9% |
| Participation rate | 70.2% | 63.3%+7.0pp | 69.5%+0.7pp | 68.3%+1.9pp |
| Annual return | 16.77% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,803 | $1,779+1.3% | $2,517-28.4% | $2,631-31.5% |
| Participant deferral / active EE | $3,487 | $3,179+9.7% | $4,155-16.1% | $4,212-17.2% |
| Admin fee / account holder | $7,510 | $5,467+37.4% | $7,231+3.9% | $7,344+2.3% |