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 | $43,356 | $106,584-59.3% | $101,326-57.2% | $142,382-69.5% |
| Participation rate | 78.9% | 82.7%-3.7pp | 81.5%-2.5pp | 80.1%-1.2pp |
| Annual return | 16.03% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,884 | $3,956-1.8% | $3,665+6.0% | $4,299-9.6% |
| Participant deferral / active EE | $4,776 | $8,297-42.4% | $7,994-40.3% | $6,507-26.6% |
| Admin fee / account holder | $11,056 | $11,446-3.4% | $11,185-1.2% | $12,624-12.4% |