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 | $67,760 | $78,422-13.6% | $95,952-29.4% | $79,858-15.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.87% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,495 | $1,945+28.3% | $2,541-1.8% | $2,471+1.0% |
| Participant deferral / active EE | $5,467 | $3,440+58.9% | $4,167+31.2% | $3,740+46.2% |
| Admin fee / account holder | $4,240 | $5,622-24.6% | $6,795-37.6% | $5,306-20.1% |