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 | $70,755 | $79,944-11.5% | $98,439-28.1% | $75,163-5.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 17.62% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,165 | $2,264-48.5% | $3,048-61.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,107 | $3,752-43.8% | $4,738-55.5% | $4,125-48.9% |
| Admin fee / account holder | $9,206 | $6,840+34.6% | $8,948+2.9% | $5,651+62.9% |