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 | $66,772 | $93,571-28.6% | $135,903-50.9% | $75,163-11.2% |
| Participation rate | 72.1% | 75.2%-3.0pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 21.33% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,353 | $3,537-5.2% | $4,856-30.9% | $2,670+25.6% |
| Participant deferral / active EE | $7,919 | $6,404+23.7% | $7,758+2.1% | $4,125+92.0% |
| Admin fee / account holder | $9,515 | $6,975+36.4% | $10,762-11.6% | $5,651+68.4% |