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 | $58,445 | $67,606-13.6% | $82,313-29.0% | $70,131-16.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 21.05% | 21.57%-0.5pp | 25.88%-4.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,327 | $1,755-24.4% | $2,428-45.4% | $2,342-43.4% |
| Participant deferral / active EE | $2,310 | $2,987-22.7% | $3,706-37.7% | $3,332-30.7% |
| Admin fee / account holder | $1,142 | $4,512-74.7% | $5,608-79.6% | $4,645-75.4% |