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 | $67,433 | $84,233-19.9% | $170,442-60.4% | $70,131-3.8% |
| Participation rate | 74.3% | 70.8%+3.5pp | 83.6%-9.3pp | 69.5%+4.7pp |
| Annual return | 15.28% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,149 | $3,387-36.5% | $5,433-60.4% | $2,342-8.3% |
| Participant deferral / active EE | $3,447 | $3,086+11.7% | $4,939-30.2% | $3,332+3.5% |
| Admin fee / account holder | $6,255 | $5,698+9.8% | $13,880-54.9% | $4,645+34.7% |