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 | $25,888 | $76,552-66.2% | $123,892-79.1% | $62,891-58.8% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 17.44% | 18.68%-1.2pp | 47.52%-30.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,757 | $2,883-4.4% | $4,617-40.3% | $2,281+20.9% |
| Participant deferral / active EE | $5,916 | $4,840+22.2% | $5,984-1.1% | $3,203+84.7% |
| Admin fee / account holder | $821 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |