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 | $63,734 | $72,492-12.1% | $87,100-26.8% | $72,985-12.7% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.9%+18.7pp | 69.5%+26.1pp |
| Annual return | 24.28% | 24.46%-0.2pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,399 | $1,894+26.7% | $2,521-4.8% | $2,440-1.7% |
| Participant deferral / active EE | $5,285 | $3,270+61.6% | $4,049+30.5% | $3,607+46.5% |
| Admin fee / account holder | $5,240 | $5,055+3.7% | $7,497-30.1% | $5,124+2.3% |