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 | $74,888 | $106,749-29.8% | $145,433-48.5% | $82,448-9.2% |
| Participation rate | 76.1% | 75.6%+0.4pp | 82.1%-6.0pp | 68.1%+8.0pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,979 | $3,444-42.5% | $4,554-56.5% | $2,551-22.4% |
| Participant deferral / active EE | $4,799 | $6,519-26.4% | $7,897-39.2% | $4,139+15.9% |
| Admin fee / account holder | $13,668 | $8,390+62.9% | $13,129+4.1% | $7,234+88.9% |