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 | $90,879 | $72,012+26.2% | $185,823-51.1% | $79,858+13.8% |
| Participation rate | 85.7% | 65.8%+20.0pp | 78.0%+7.7pp | 69.6%+16.1pp |
| Annual return | 12.02% | 23.12%-11.1pp | 35.95%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,290 | $1,965-34.3% | $4,087-68.4% | $2,471-47.8% |
| Participant deferral / active EE | $3,687 | $3,779-2.4% | $5,632-34.5% | $3,740-1.4% |
| Admin fee / account holder | $1,424 | $4,513-68.4% | $9,500-85.0% | $5,306-73.2% |