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 | $54,102 | $95,803-43.5% | $113,168-52.2% | $84,808-36.2% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 15.42% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,082 | $2,360-54.2% | $2,975-63.6% | $2,631-58.9% |
| Participant deferral / active EE | $2,514 | $4,242-40.7% | $5,107-50.8% | $4,212-40.3% |
| Admin fee / account holder | $2,594 | $8,989-71.1% | $12,068-78.5% | $7,344-64.7% |