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 | $62,633 | $78,422-20.1% | $95,952-34.7% | $79,858-21.6% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.7pp | 69.6%+23.1pp |
| Annual return | 18.02% | 19.37%-1.3pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,850 | $1,945-4.9% | $2,541-27.2% | $2,471-25.1% |
| Participant deferral / active EE | $4,299 | $3,440+25.0% | $4,167+3.2% | $3,740+14.9% |
| Admin fee / account holder | $11,883 | $5,622+111.4% | $6,795+74.9% | $5,306+123.9% |