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 | $75,297 | $149,679-49.7% | $117,039-35.7% | $147,584-49.0% |
| Participation rate | 86.4% | 83.5%+2.9pp | 77.2%+9.2pp | 82.8%+3.5pp |
| Annual return | 16.99% | 19.31%-2.3pp | 18.95%-2.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,818 | $4,937+17.9% | $3,785+53.7% | $4,876+19.3% |
| Participant deferral / active EE | $1,778 | $4,912-63.8% | $3,929-54.7% | $5,439-67.3% |
| Admin fee / account holder | $2,671 | $7,856-66.0% | $5,974-55.3% | $10,885-75.5% |