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 | $75,639 | $127,777-40.8% | $106,548-29.0% | $167,490-54.8% |
| Participation rate | 94.4% | 78.3%+16.2pp | 76.1%+18.3pp | 82.1%+12.3pp |
| Annual return | 16.70% | 33.87%-17.2pp | 26.80%-10.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,068 | $3,427-10.5% | $2,819+8.8% | $4,837-36.6% |
| Participant deferral / active EE | $4,266 | $5,087-16.1% | $4,398-3.0% | $6,341-32.7% |
| Admin fee / account holder | $6,779 | $11,228-39.6% | $7,407-8.5% | $12,309-44.9% |