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 | $61,918 | $63,355-2.3% | $91,989-32.7% | $72,985-15.2% |
| Participation rate | 89.5% | 72.5%+17.0pp | 78.6%+10.8pp | 69.5%+20.0pp |
| Annual return | 21.29% | 35.35%-14.1pp | 69.02%-47.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,226 | $4,883+89.0% | $5,923+55.8% | $3,607+155.8% |
| Admin fee / account holder | $723 | $4,668-84.5% | $7,743-90.7% | $5,124-85.9% |