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 7-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 | $21,747 | $81,460-73.3% | $103,333-79.0% | $80,856-73.1% |
| Participation rate | 71.0% | 66.8%+4.1pp | 74.5%-3.5pp | 67.6%+3.3pp |
| Annual return | 13.49% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,076 | $3,105-33.1% | $3,868-46.3% | $2,755-24.6% |
| Participant deferral / active EE | $4,550 | $3,869+17.6% | $5,057-10.0% | $4,296+5.9% |
| Admin fee / account holder | $3,755 | $6,566-42.8% | $8,355-55.1% | $6,918-45.7% |