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 | $62,860 | $67,606-7.0% | $82,313-23.6% | $70,131-10.4% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $866 | $1,755-50.7% | $2,428-64.3% | $2,342-63.0% |
| Participant deferral / active EE | $4,310 | $2,987+44.3% | $3,706+16.3% | $3,332+29.4% |
| Admin fee / account holder | $1,352 | $4,512-70.0% | $5,608-75.9% | $4,645-70.9% |