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 | $60,535 | $77,899-22.3% | $149,673-59.6% | $75,163-19.5% |
| Participation rate | 79.5% | 65.6%+14.0pp | 78.8%+0.8pp | 67.2%+12.4pp |
| Annual return | 21.09% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,462 | $3,137+10.4% | $4,818-28.1% | $2,670+29.7% |
| Participant deferral / active EE | $3,825 | $3,411+12.1% | $5,680-32.7% | $4,125-7.3% |
| Admin fee / account holder | $955 | $5,956-84.0% | $13,210-92.8% | $5,651-83.1% |