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 | $70,504 | $72,404-2.6% | $110,238-36.0% | $64,186+9.8% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 2.50% | -6.29%+8.8pp | 314.74%-312.2pp | 7.63%-5.1pp |
| Employer contribution / active EE | $2,877 | $2,282+26.1% | $3,826-24.8% | $2,381+20.8% |
| Participant deferral / active EE | $7,262 | $3,469+109.3% | $4,672+55.4% | $3,470+109.3% |
| Admin fee / account holder | $597 | $5,664-89.5% | $8,547-93.0% | $4,888-87.8% |