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 | $57,899 | $54,762+5.7% | $90,281-35.9% | $72,985-20.7% |
| Participation rate | 93.3% | 65.1%+28.2pp | 73.3%+20.1pp | 69.5%+23.8pp |
| Annual return | 19.37% | 30.63%-11.3pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,807 | $2,092+82.0% | $2,854+33.4% | $2,440+56.1% |
| Participant deferral / active EE | $3,051 | $2,887+5.7% | $3,885-21.5% | $3,607-15.4% |
| Admin fee / account holder | $5,244 | $3,972+32.0% | $5,351-2.0% | $5,124+2.3% |