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 | $68,708 | $60,349+13.9% | $74,183-7.4% | $62,891+9.2% |
| Participation rate | 72.5% | 72.7%-0.2pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | 15.34% | 21.37%-6.0pp | 17.74%-2.4pp | 20.14%-4.8pp |
| Employer contribution / active EE | $720 | $1,680-57.1% | $2,370-69.6% | $2,281-68.4% |
| Participant deferral / active EE | $4,498 | $2,856+57.5% | $3,550+26.7% | $3,203+40.4% |
| Admin fee / account holder | $562 | $4,261-86.8% | $5,586-89.9% | $4,296-86.9% |