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 | $64,218 | $86,929-26.1% | $102,423-37.3% | $80,856-20.6% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.5pp | 67.6%+19.3pp |
| Annual return | 15.03% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,019 | $2,369-14.8% | $3,023-33.2% | $2,755-26.7% |
| Participant deferral / active EE | $3,960 | $4,118-3.8% | $5,053-21.6% | $4,296-7.8% |
| Admin fee / account holder | $4,855 | $8,049-39.7% | $9,451-48.6% | $6,918-29.8% |