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 | $60,864 | $80,968-24.8% | $96,544-37.0% | $75,163-19.0% |
| Participation rate | 94.1% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+26.9pp |
| Annual return | 13.91% | 27.06%-13.2pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,973 | $2,282+30.3% | $2,965+0.3% | $2,670+11.4% |
| Participant deferral / active EE | $6,830 | $3,928+73.9% | $4,851+40.8% | $4,125+65.6% |
| Admin fee / account holder | $6,699 | $6,724-0.4% | $8,252-18.8% | $5,651+18.5% |