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 | $73,862 | $123,793-40.3% | $177,821-58.5% | $79,858-7.5% |
| Participation rate | 74.2% | 84.7%-10.4pp | 87.7%-13.5pp | 69.6%+4.6pp |
| Annual return | 15.83% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,803 | $4,095-7.1% | $5,918-35.7% | $2,471+53.9% |
| Participant deferral / active EE | $6,085 | $5,956+2.2% | $7,714-21.1% | $3,740+62.7% |
| Admin fee / account holder | $3,201 | $7,243-55.8% | $12,427-74.2% | $5,306-39.7% |