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 | $85,053 | $89,355-4.8% | $141,162-39.7% | $72,985+16.5% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 23.49% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,141 | $3,114-31.3% | $4,735-54.8% | $2,440-12.2% |
| Participant deferral / active EE | $4,943 | $5,418-8.8% | $6,709-26.3% | $3,607+37.0% |
| Admin fee / account holder | $504 | $5,958-91.5% | $10,261-95.1% | $5,124-90.2% |