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 | $72,193 | $78,422-7.9% | $95,952-24.8% | $79,858-9.6% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 16.61% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,272 | $1,945-34.6% | $2,541-49.9% | $2,471-48.5% |
| Participant deferral / active EE | $3,329 | $3,440-3.2% | $4,167-20.1% | $3,740-11.0% |
| Admin fee / account holder | $1,964 | $5,622-65.1% | $6,795-71.1% | $5,306-63.0% |