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 | $75,967 | $95,803-20.7% | $113,168-32.9% | $84,808-10.4% |
| Participation rate | 82.6% | 72.9%+9.7pp | 76.6%+6.0pp | 68.3%+14.3pp |
| Annual return | 15.37% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,876 | $2,360-20.5% | $2,975-37.0% | $2,631-28.7% |
| Participant deferral / active EE | $3,654 | $4,242-13.9% | $5,107-28.5% | $4,212-13.2% |
| Admin fee / account holder | $468 | $8,989-94.8% | $12,068-96.1% | $7,344-93.6% |