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 | $45,751 | $153,772-70.2% | $133,980-65.9% | $273,961-83.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 10.00% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,452 | $6,029-42.7% | $5,211-33.8% | $4,869-29.1% |
| Participant deferral / active EE | $8,153 | $6,958+17.2% | $6,282+29.8% | $5,287+54.2% |
| Admin fee / account holder | $1,841 | $11,765-84.4% | $9,324-80.3% | $10,132-81.8% |