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 | $60,480 | $109,881-45.0% | $150,045-59.7% | $84,808-28.7% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 15.45% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,619 | $3,561-26.4% | $4,693-44.2% | $2,631-0.4% |
| Participant deferral / active EE | $8,243 | $6,636+24.2% | $7,997+3.1% | $4,212+95.7% |
| Admin fee / account holder | $2,102 | $8,568-75.5% | $13,435-84.4% | $7,344-71.4% |