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 | $55,130 | $83,477-34.0% | $125,175-56.0% | $72,985-24.5% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.5%+3.5pp |
| Annual return | 21.80% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,515 | $2,345-35.4% | $3,865-60.8% | $2,440-37.9% |
| Participant deferral / active EE | $3,686 | $3,585+2.8% | $4,937-25.3% | $3,607+2.2% |
| Admin fee / account holder | $1,508 | $5,517-72.7% | $9,702-84.5% | $5,124-70.6% |