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 | $40,674 | $46,553-12.6% | $64,056-36.5% | $75,163-45.9% |
| Participation rate | 72.7% | 65.9%+6.8pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 18.48% | 26.03%-7.5pp | 33.69%-15.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,221 | $1,974+63.2% | $2,747+17.3% | $2,670+20.6% |
| Participant deferral / active EE | $6,125 | $2,837+115.9% | $3,880+57.8% | $4,125+48.5% |
| Admin fee / account holder | $9,244 | $2,952+213.1% | $3,068+201.3% | $5,651+63.6% |