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 | $61,302 | $77,896-21.3% | $134,172-54.3% | $82,448-25.6% |
| Participation rate | 71.9% | 62.8%+9.1pp | 72.5%-0.6pp | 68.1%+3.8pp |
| Annual return | 13.85% | 18.21%-4.4pp | 25.30%-11.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,405 | $2,159-34.9% | $3,420-58.9% | $2,551-44.9% |
| Participant deferral / active EE | $4,080 | $3,162+29.0% | $4,690-13.0% | $4,139-1.4% |
| Admin fee / account holder | $1,638 | $6,336-74.2% | $12,016-86.4% | $7,234-77.4% |