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 | $72,330 | $101,724-28.9% | $164,813-56.1% | $80,856-10.5% |
| Participation rate | 75.9% | 71.8%+4.1pp | 78.6%-2.7pp | 67.6%+8.3pp |
| Annual return | 13.13% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,445 | $2,953+16.6% | $4,341-20.6% | $2,755+25.1% |
| Participant deferral / active EE | $2,291 | $4,477-48.8% | $6,031-62.0% | $4,296-46.7% |
| Admin fee / account holder | $5,920 | $8,227-28.1% | $12,690-53.4% | $6,918-14.4% |