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 | $56,999 | $86,922-34.4% | $102,438-44.4% | $80,874-29.5% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 17.33% | 18.90%-1.6pp | 29.37%-12.0pp | 35.62%-18.3pp |
| Employer contribution / active EE | $2,196 | $2,369-7.3% | $3,024-27.4% | $2,756-20.3% |
| Participant deferral / active EE | $5,689 | $4,119+38.1% | $5,054+12.6% | $4,297+32.4% |
| Admin fee / account holder | $735 | $8,050-90.9% | $9,448-92.2% | $6,935-89.4% |