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 | $69,277 | $109,413-36.7% | $156,263-55.7% | $84,808-18.3% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 24.59% | 20.18%+4.4pp | 59.47%-34.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $2,462 | $2,907-15.3% | $4,333-43.2% | $2,631-6.4% |
| Participant deferral / active EE | $7,547 | $4,590+64.4% | $6,158+22.5% | $4,212+79.2% |
| Admin fee / account holder | $3,876 | $9,357-58.6% | $14,255-72.8% | $7,344-47.2% |