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 | $56,133 | $197,591-71.6% | $177,821-68.4% | $158,922-64.7% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 22.73% | 58.76%-36.0pp | 48.32%-25.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,428 | $6,697-48.8% | $5,918-42.1% | $4,761-28.0% |
| Participant deferral / active EE | $4,940 | $8,405-41.2% | $7,714-36.0% | $5,982-17.4% |
| Admin fee / account holder | $1,804 | $15,399-88.3% | $12,427-85.5% | $11,246-84.0% |