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 | $61,831 | $106,515-42.0% | $96,683-36.0% | $139,434-55.7% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 21.95% | 38.43%-16.5pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,867 | $4,103-30.1% | $3,737-23.3% | $4,751-39.7% |
| Participant deferral / active EE | $6,473 | $5,454+18.7% | $4,878+32.7% | $6,710-3.5% |
| Admin fee / account holder | $2,189 | $7,877-72.2% | $6,730-67.5% | $11,403-80.8% |