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 | $53,505 | $60,892-12.1% | $82,389-35.1% | $84,808-36.9% |
| Participation rate | 98.3% | 63.3%+35.0pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 15.50% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,451 | $1,779+37.8% | $2,517-2.6% | $2,631-6.8% |
| Participant deferral / active EE | $4,887 | $3,179+53.7% | $4,155+17.6% | $4,212+16.0% |
| Admin fee / account holder | $3,576 | $5,467-34.6% | $7,231-50.5% | $7,344-51.3% |