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 | $65,505 | $93,346-29.8% | $71,796-8.8% | $273,961-76.1% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | 13.73% | 130.39%-116.7pp | 78.04%-64.3pp | 41.45%-27.7pp |
| Employer contribution / active EE | $1,121 | $2,733-59.0% | $1,924-41.8% | $4,869-77.0% |
| Participant deferral / active EE | $3,941 | $3,475+13.4% | $2,794+41.0% | $5,287-25.5% |
| Admin fee / account holder | $495 | $6,571-92.5% | $4,815-89.7% | $10,132-95.1% |