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 | $53,077 | $86,929-38.9% | $102,423-48.2% | $80,856-34.4% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 15.72% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,095 | $2,369-11.6% | $3,023-30.7% | $2,755-23.9% |
| Participant deferral / active EE | $2,496 | $4,118-39.4% | $5,053-50.6% | $4,296-41.9% |
| Admin fee / account holder | $1,053 | $8,049-86.9% | $9,451-88.9% | $6,918-84.8% |