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 | $52,063 | $54,762-4.9% | $90,281-42.3% | $72,985-28.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.55% | 30.63%-14.1pp | 78.10%-61.5pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,996 | $2,092-4.6% | $2,854-30.1% | $2,440-18.2% |
| Participant deferral / active EE | $2,519 | $2,887-12.7% | $3,885-35.2% | $3,607-30.2% |
| Admin fee / account holder | $3,986 | $3,972+0.4% | $5,351-25.5% | $5,124-22.2% |