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 | $79,740 | $78,926+1.0% | $136,749-41.7% | $84,808-6.0% |
| Participation rate | 75.6% | 62.2%+13.5pp | 72.1%+3.5pp | 68.3%+7.3pp |
| Annual return | 13.81% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,726 | $2,134-19.1% | $3,400-49.2% | $2,631-34.4% |
| Participant deferral / active EE | $2,834 | $3,168-10.6% | $4,692-39.6% | $4,212-32.7% |
| Admin fee / account holder | $3,124 | $6,369-51.0% | $11,386-72.6% | $7,344-57.5% |