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 | $73,193 | $94,625-22.6% | $116,228-37.0% | $84,808-13.7% |
| Participation rate | 88.1% | 70.4%+17.7pp | 74.6%+13.6pp | 68.3%+19.8pp |
| Annual return | 14.68% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,956 | $2,347-16.6% | $2,994-34.7% | $2,631-25.6% |
| Participant deferral / active EE | $3,215 | $3,972-19.1% | $4,953-35.1% | $4,212-23.7% |
| Admin fee / account holder | $6,034 | $10,091-40.2% | $11,989-49.7% | $7,344-17.8% |