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 | $67,941 | $73,981-8.2% | $105,722-35.7% | $62,891+8.0% |
| Participation rate | 73.0% | 71.7%+1.3pp | 78.9%-5.9pp | 69.3%+3.7pp |
| Annual return | 8.95% | 17.60%-8.7pp | 12.25%-3.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,861 | $2,856-34.8% | $4,079-54.4% | $2,281-18.4% |
| Participant deferral / active EE | $4,994 | $4,038+23.7% | $5,326-6.2% | $3,203+55.9% |
| Admin fee / account holder | $7,396 | $5,976+23.8% | $8,308-11.0% | $4,296+72.2% |