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 | $64,801 | $197,591-67.2% | $177,821-63.6% | $158,922-59.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 12.62% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,716 | $6,697-74.4% | $5,918-71.0% | $4,761-64.0% |
| Participant deferral / active EE | $4,117 | $8,405-51.0% | $7,714-46.6% | $5,982-31.2% |
| Admin fee / account holder | $5,951 | $15,399-61.4% | $12,427-52.1% | $11,246-47.1% |