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 | $69,699 | $54,762+27.3% | $90,281-22.8% | $72,985-4.5% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 18.39% | 30.63%-12.2pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,478 | $2,092-29.4% | $2,854-48.2% | $2,440-39.4% |
| Participant deferral / active EE | $3,102 | $2,887+7.5% | $3,885-20.1% | $3,607-14.0% |
| Admin fee / account holder | $2,216 | $3,972-44.2% | $5,351-58.6% | $5,124-56.8% |