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 | $65,851 | $54,762+20.3% | $90,281-27.1% | $72,985-9.8% |
| Participation rate | 74.5% | 65.1%+9.4pp | 73.3%+1.2pp | 69.5%+5.0pp |
| Annual return | 21.15% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,232 | $2,092+6.7% | $2,854-21.8% | $2,440-8.5% |
| Participant deferral / active EE | $4,345 | $2,887+50.5% | $3,885+11.8% | $3,607+20.4% |
| Admin fee / account holder | $10,961 | $3,972+176.0% | $5,351+104.8% | $5,124+113.9% |