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 | $30,098 | $57,828-48.0% | $117,039-74.3% | $70,131-57.1% |
| Participation rate | 85.5% | 67.1%+18.4pp | 77.2%+8.3pp | 69.5%+15.9pp |
| Annual return | 15.90% | 17.55%-1.6pp | 18.95%-3.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,407 | $1,816+32.5% | $3,785-36.4% | $2,342+2.7% |
| Participant deferral / active EE | $1,796 | $2,438-26.3% | $3,929-54.3% | $3,332-46.1% |
| Admin fee / account holder | $513 | $3,548-85.5% | $5,974-91.4% | $4,645-89.0% |