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 | $51,745 | $55,706-7.1% | $75,886-31.8% | $72,985-29.1% |
| Participation rate | 72.6% | 61.1%+11.5pp | 69.3%+3.3pp | 69.5%+3.1pp |
| Annual return | 23.47% | 27.59%-4.1pp | 30.76%-7.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,141 | $1,687-32.3% | $2,500-54.4% | $2,440-53.2% |
| Participant deferral / active EE | $2,627 | $2,634-0.3% | $3,603-27.1% | $3,607-27.2% |
| Admin fee / account holder | $2,107 | $3,978-47.0% | $5,418-61.1% | $5,124-58.9% |