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 | $63,703 | $95,803-33.5% | $113,168-43.7% | $84,808-24.9% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.6pp |
| Annual return | 19.53% | 25.00%-5.5pp | 24.27%-4.7pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,987 | $2,360-15.8% | $2,975-33.2% | $2,631-24.5% |
| Participant deferral / active EE | $4,337 | $4,242+2.2% | $5,107-15.1% | $4,212+3.0% |
| Admin fee / account holder | $1,287 | $8,989-85.7% | $12,068-89.3% | $7,344-82.5% |