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 | $74,995 | $86,929-13.7% | $102,423-26.8% | $80,856-7.2% |
| Participation rate | 79.1% | 72.4%+6.7pp | 76.5%+2.6pp | 67.6%+11.5pp |
| Annual return | 10.89% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,103 | $2,369-53.4% | $3,023-63.5% | $2,755-60.0% |
| Participant deferral / active EE | $2,691 | $4,118-34.7% | $5,053-46.7% | $4,296-37.3% |
| Admin fee / account holder | $1,313 | $8,049-83.7% | $9,451-86.1% | $6,918-81.0% |