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 | $70,270 | $50,958+37.9% | $74,550-5.7% | $64,186+9.5% |
| Participation rate | 98.2% | 61.1%+37.2pp | 69.1%+29.1pp | 69.6%+28.6pp |
| Annual return | 11.07% | -1.86%+12.9pp | 32.53%-21.5pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,428 | $1,115+28.0% | $1,961-27.2% | $2,381-40.0% |
| Participant deferral / active EE | $2,933 | $2,301+27.5% | $3,108-5.6% | $3,470-15.5% |
| Admin fee / account holder | $3,310 | $4,223-21.6% | $5,060-34.6% | $4,888-32.3% |