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 | $65,118 | $80,717-19.3% | $154,803-57.9% | $84,808-23.2% |
| Participation rate | 71.6% | 66.8%+4.8pp | 78.1%-6.4pp | 68.3%+3.3pp |
| Annual return | 18.22% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,832 | $2,761-33.6% | $4,305-57.4% | $2,631-30.4% |
| Participant deferral / active EE | $3,880 | $3,303+17.5% | $5,540-30.0% | $4,212-7.9% |
| Admin fee / account holder | $1,965 | $6,746-70.9% | $14,329-86.3% | $7,344-73.2% |