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 | $67,023 | $127,264-47.3% | $109,895-39.0% | $167,490-60.0% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.2%+10.0pp | 82.1%+2.1pp |
| Annual return | 11.14% | 22.97%-11.8pp | 29.45%-18.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,403 | $3,322+2.4% | $2,842+19.7% | $4,837-29.7% |
| Participant deferral / active EE | $3,137 | $4,514-30.5% | $4,048-22.5% | $6,341-50.5% |
| Admin fee / account holder | $2,095 | $7,114-70.6% | $6,066-65.5% | $12,309-83.0% |