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 | $55,986 | $111,301-49.7% | $112,977-50.4% | $158,922-64.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 17.15% | 26.40%-9.3pp | 24.24%-7.1pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,126 | $4,471+37.0% | $4,255+44.0% | $4,761+28.7% |
| Participant deferral / active EE | $3,500 | $5,880-40.5% | $5,836-40.0% | $5,982-41.5% |
| Admin fee / account holder | $872 | $8,392-89.6% | $6,294-86.2% | $11,246-92.2% |