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 | $92,533 | $60,892+52.0% | $82,389+12.3% | $84,808+9.1% |
| Participation rate | 70.4% | 63.3%+7.1pp | 69.5%+0.8pp | 68.3%+2.1pp |
| Annual return | 15.55% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,176 | $1,779-33.9% | $2,517-53.3% | $2,631-55.3% |
| Participant deferral / active EE | $4,145 | $3,179+30.4% | $4,155-0.2% | $4,212-1.6% |
| Admin fee / account holder | $9,097 | $5,467+66.4% | $7,231+25.8% | $7,344+23.9% |