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 | $65,984 | $79,944-17.5% | $98,439-33.0% | $75,163-12.2% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 13.68% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,319 | $2,264+90.8% | $3,048+41.7% | $2,670+61.8% |
| Participant deferral / active EE | $7,812 | $3,752+108.2% | $4,738+64.9% | $4,125+89.4% |
| Admin fee / account holder | $10,135 | $6,840+48.2% | $8,948+13.3% | $5,651+79.3% |