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 | $59,120 | $76,367-22.6% | $93,606-36.8% | $72,985-19.0% |
| Participation rate | 81.8% | 71.7%+10.1pp | 75.8%+6.0pp | 69.5%+12.3pp |
| Annual return | 33.30% | 25.82%+7.5pp | 32.76%+0.5pp | 81.00%-47.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,039 | $3,538+99.0% | $4,069+73.0% | $3,607+95.1% |
| Admin fee / account holder | $1,503 | $6,838-78.0% | $7,888-80.9% | $5,124-70.7% |