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 | $58,311 | $83,477-30.1% | $125,175-53.4% | $72,985-20.1% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 25.49% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,401 | $2,345+2.4% | $3,865-37.9% | $2,440-1.6% |
| Participant deferral / active EE | $6,242 | $3,585+74.1% | $4,937+26.4% | $3,607+73.0% |
| Admin fee / account holder | $430 | $5,517-92.2% | $9,702-95.6% | $5,124-91.6% |