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 | $27,842 | $48,076-42.1% | $78,689-64.6% | $62,891-55.7% |
| Participation rate | 76.1% | 65.2%+10.8pp | 73.6%+2.5pp | 69.3%+6.8pp |
| Annual return | 7.63% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,130 | $2,015+5.7% | $2,851-25.3% | $2,281-6.6% |
| Participant deferral / active EE | $1,764 | $2,588-31.8% | $3,517-49.8% | $3,203-44.9% |
| Admin fee / account holder | $2,600 | $3,207-18.9% | $4,510-42.4% | $4,296-39.5% |