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 | $44,311 | $153,772-71.2% | $133,980-66.9% | $273,961-83.8% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.1%-0.7pp | 83.0%+3.3pp |
| Annual return | 10.53% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,618 | $6,029-40.0% | $5,211-30.6% | $4,869-25.7% |
| Participant deferral / active EE | $9,108 | $6,958+30.9% | $6,282+45.0% | $5,287+72.3% |
| Admin fee / account holder | $3,636 | $11,765-69.1% | $9,324-61.0% | $10,132-64.1% |