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 | $68,008 | $78,672-13.6% | $109,143-37.7% | $85,850-20.8% |
| Participation rate | 82.5% | 68.3%+14.2pp | 75.9%+6.6pp | 69.3%+13.2pp |
| Annual return | 14.50% | 25.09%-10.6pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,218 | $2,735-18.9% | $3,722-40.4% | $2,565-13.5% |
| Participant deferral / active EE | $2,748 | $3,467-20.7% | $4,653-40.9% | $3,952-30.5% |
| Admin fee / account holder | $1,722 | $5,469-68.5% | $6,752-74.5% | $6,260-72.5% |