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 | $63,152 | $87,013-27.4% | $106,213-40.5% | $80,856-21.9% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.3%+8.7pp | 67.6%+16.4pp |
| Annual return | 14.87% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,542 | $2,395-35.6% | $3,171-51.4% | $2,755-44.0% |
| Participant deferral / active EE | $5,747 | $3,986+44.2% | $5,016+14.6% | $4,296+33.8% |
| Admin fee / account holder | $5,476 | $8,431-35.0% | $11,033-50.4% | $6,918-20.8% |