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 | $71,798 | $95,803-25.1% | $113,168-36.6% | $84,808-15.3% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,117 | $2,360-10.3% | $2,975-28.8% | $2,631-19.5% |
| Participant deferral / active EE | $4,677 | $4,242+10.2% | $5,107-8.4% | $4,212+11.0% |
| Admin fee / account holder | $4,942 | $8,989-45.0% | $12,068-59.1% | $7,344-32.7% |