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 5-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 | $43,985 | $106,749-58.8% | $145,433-69.8% | $82,448-46.7% |
| Participation rate | 75.3% | 75.6%-0.3pp | 82.1%-6.8pp | 68.1%+7.2pp |
| Annual return | 22.25% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,693 | $3,444+7.2% | $4,554-18.9% | $2,551+44.8% |
| Participant deferral / active EE | $7,697 | $6,519+18.1% | $7,897-2.5% | $4,139+86.0% |
| Admin fee / account holder | $7,080 | $8,390-15.6% | $13,129-46.1% | $7,234-2.1% |