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 | $77,536 | $95,453-18.8% | $112,040-30.8% | $82,448-6.0% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.5%+21.2pp | 68.1%+29.7pp |
| Annual return | 16.46% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,271 | $2,318-2.0% | $2,954-23.1% | $2,551-11.0% |
| Participant deferral / active EE | $3,100 | $4,224-26.6% | $5,098-39.2% | $4,139-25.1% |
| Admin fee / account holder | $4,730 | $9,013-47.5% | $12,098-60.9% | $7,234-34.6% |