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 | $59,320 | $76,367-22.3% | $93,606-36.6% | $72,985-18.7% |
| Participation rate | 83.9% | 71.7%+12.1pp | 75.8%+8.0pp | 69.5%+14.4pp |
| Annual return | 21.78% | 25.82%-4.0pp | 32.76%-11.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,025 | $2,275-11.0% | $2,718-25.5% | $2,440-17.0% |
| Participant deferral / active EE | $4,423 | $3,538+25.0% | $4,069+8.7% | $3,607+22.6% |
| Admin fee / account holder | $3,843 | $6,838-43.8% | $7,888-51.3% | $5,124-25.0% |