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 | $69,722 | $86,922-19.8% | $102,438-31.9% | $80,874-13.8% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 12.20% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,476 | $2,369+4.5% | $3,024-18.1% | $2,756-10.1% |
| Participant deferral / active EE | $3,372 | $4,119-18.1% | $5,054-33.3% | $4,297-21.5% |
| Admin fee / account holder | $11,974 | $8,050+48.7% | $9,448+26.7% | $6,935+72.7% |