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 | $45,744 | $76,367-40.1% | $93,606-51.1% | $72,985-37.3% |
| Participation rate | 74.1% | 71.7%+2.3pp | 75.8%-1.8pp | 69.5%+4.6pp |
| Annual return | 21.87% | 25.82%-3.9pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,537 | $2,275+11.5% | $2,718-6.7% | $2,440+4.0% |
| Participant deferral / active EE | $5,112 | $3,538+44.5% | $4,069+25.6% | $3,607+41.7% |
| Admin fee / account holder | $6,843 | $6,838+0.1% | $7,888-13.3% | $5,124+33.5% |