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 | $57,453 | $91,019-36.9% | $392,568-85.4% | $72,985-21.3% |
| Participation rate | 71.6% | 74.4%-2.7pp | 78.1%-6.4pp | 69.5%+2.2pp |
| Annual return | 24.66% | 20.00%+4.7pp | 24.42%+0.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,629 | $2,751-4.4% | $3,783-30.5% | $2,440+7.7% |
| Participant deferral / active EE | $5,221 | $4,570+14.2% | $5,985-12.8% | $3,607+44.7% |
| Admin fee / account holder | $412 | $4,895-91.6% | $6,260-93.4% | $5,124-92.0% |