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 | $56,908 | $81,248-30.0% | $155,509-63.4% | $80,856-29.6% |
| Participation rate | 83.7% | 66.2%+17.4pp | 78.2%+5.5pp | 67.6%+16.0pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,849 | $3,100-8.1% | $4,672-39.0% | $2,755+3.4% |
| Participant deferral / active EE | $3,659 | $3,452+6.0% | $5,626-35.0% | $4,296-14.8% |
| Admin fee / account holder | $2,163 | $7,997-72.9% | $15,912-86.4% | $6,918-68.7% |