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 | $76,248 | $95,803-20.4% | $113,168-32.6% | $84,808-10.1% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 14.31% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,016 | $2,360+27.8% | $2,975+1.4% | $2,631+14.6% |
| Participant deferral / active EE | $5,320 | $4,242+25.4% | $5,107+4.2% | $4,212+26.3% |
| Admin fee / account holder | $3,245 | $8,989-63.9% | $12,068-73.1% | $7,344-55.8% |