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 | $76,382 | $138,347-44.8% | $184,203-58.5% | $80,856-5.5% |
| Participation rate | 74.4% | 83.9%-9.5pp | 86.8%-12.5pp | 67.6%+6.7pp |
| Annual return | 22.74% | 20.02%+2.7pp | 28.81%-6.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,297 | $4,850-32.0% | $6,427-48.7% | $2,755+19.7% |
| Participant deferral / active EE | $6,083 | $7,071-14.0% | $9,131-33.4% | $4,296+41.6% |
| Admin fee / account holder | $13,208 | $10,483+26.0% | $13,901-5.0% | $6,918+90.9% |