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 | $58,483 | $63,355-7.7% | $91,989-36.4% | $72,985-19.9% |
| Participation rate | 78.6% | 72.5%+6.1pp | 78.6%-0.1pp | 69.5%+9.1pp |
| Annual return | 29.86% | 35.35%-5.5pp | 69.02%-39.2pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,741 | $2,116-17.7% | $3,452-49.6% | $2,440-28.6% |
| Participant deferral / active EE | $3,737 | $4,883-23.5% | $5,923-36.9% | $3,607+3.6% |
| Admin fee / account holder | $1,335 | $4,668-71.4% | $7,743-82.8% | $5,124-73.9% |