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 | $82,585 | $73,933+11.7% | $96,683-14.6% | $75,163+9.9% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 20.93% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,715 | $2,928-7.3% | $3,737-27.4% | $2,670+1.7% |
| Participant deferral / active EE | $1,839 | $3,659-49.7% | $4,878-62.3% | $4,125-55.4% |
| Admin fee / account holder | $2,184 | $5,216-58.1% | $6,730-67.5% | $5,651-61.3% |