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 | $70,553 | $95,803-26.4% | $113,168-37.7% | $84,808-16.8% |
| Participation rate | 81.9% | 72.9%+9.1pp | 76.6%+5.4pp | 68.3%+13.6pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $992 | $2,360-58.0% | $2,975-66.7% | $2,631-62.3% |
| Participant deferral / active EE | $3,302 | $4,242-22.2% | $5,107-35.3% | $4,212-21.6% |
| Admin fee / account holder | $4,360 | $8,989-51.5% | $12,068-63.9% | $7,344-40.6% |