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 | $51,115 | $57,828-11.6% | $117,039-56.3% | $70,131-27.1% |
| Participation rate | 79.6% | 67.1%+12.5pp | 77.2%+2.4pp | 69.5%+10.1pp |
| Annual return | 16.03% | 17.55%-1.5pp | 18.95%-2.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,761 | $1,816-3.0% | $3,785-53.5% | $2,342-24.8% |
| Participant deferral / active EE | $3,321 | $2,438+36.2% | $3,929-15.5% | $3,332-0.3% |
| Admin fee / account holder | $2,558 | $3,548-27.9% | $5,974-57.2% | $4,645-44.9% |