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 | $107,088 | $215,361-50.3% | $171,082-37.4% | $273,961-60.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 7.26% | 25.14%-17.9pp | 32.56%-25.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,392 | $4,967-72.0% | $4,002-65.2% | $4,869-71.4% |
| Participant deferral / active EE | $1,889 | $5,543-65.9% | $4,797-60.6% | $5,287-64.3% |
| Admin fee / account holder | $1,804 | $10,846-83.4% | $8,520-78.8% | $10,132-82.2% |