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 | $53,741 | $72,492-25.9% | $87,100-38.3% | $72,985-26.4% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 18.31% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,533 | $1,894-19.1% | $2,521-39.2% | $2,440-37.2% |
| Participant deferral / active EE | $3,089 | $3,270-5.5% | $4,049-23.7% | $3,607-14.4% |
| Admin fee / account holder | $1,659 | $5,055-67.2% | $7,497-77.9% | $5,124-67.6% |