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 | $69,683 | $109,413-36.3% | $156,263-55.4% | $84,808-17.8% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 16.02% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,756 | $2,907+63.6% | $4,333+9.8% | $2,631+80.8% |
| Participant deferral / active EE | $8,439 | $4,590+83.9% | $6,158+37.0% | $4,212+100.4% |
| Admin fee / account holder | $6,886 | $9,357-26.4% | $14,255-51.7% | $7,344-6.2% |