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 | $90,342 | $72,492+24.6% | $87,100+3.7% | $72,985+23.8% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 23.67% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $780 | $1,894-58.8% | $2,521-69.1% | $2,440-68.0% |
| Participant deferral / active EE | $6,009 | $3,270+83.8% | $4,049+48.4% | $3,607+66.6% |
| Admin fee / account holder | $3,890 | $5,055-23.0% | $7,497-48.1% | $5,124-24.1% |