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 | $66,244 | $109,413-39.5% | $156,263-57.6% | $84,808-21.9% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 18.40% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,343 | $2,907-19.4% | $4,333-45.9% | $2,631-10.9% |
| Participant deferral / active EE | $6,383 | $4,590+39.1% | $6,158+3.7% | $4,212+51.6% |
| Admin fee / account holder | $3,047 | $9,357-67.4% | $14,255-78.6% | $7,344-58.5% |