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 | $58,860 | $63,355-7.1% | $91,989-36.0% | $72,985-19.4% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 26.10% | 35.35%-9.2pp | 69.02%-42.9pp | 81.00%-54.9pp |
| Employer contribution / active EE | $551 | $2,116-73.9% | $3,452-84.0% | $2,440-77.4% |
| Participant deferral / active EE | $7,136 | $4,883+46.1% | $5,923+20.5% | $3,607+97.8% |
| Admin fee / account holder | $3,680 | $4,668-21.2% | $7,743-52.5% | $5,124-28.2% |