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 | $63,146 | $83,477-24.4% | $125,175-49.6% | $72,985-13.5% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.5%+4.3pp |
| Annual return | 18.80% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,592 | $2,345-32.1% | $3,865-58.8% | $2,440-34.8% |
| Participant deferral / active EE | $4,651 | $3,585+29.7% | $4,937-5.8% | $3,607+28.9% |
| Admin fee / account holder | $10,771 | $5,517+95.2% | $9,702+11.0% | $5,124+110.2% |