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 | $64,595 | $99,985-35.4% | $146,665-56.0% | $85,850-24.8% |
| Participation rate | 78.1% | 73.1%+5.1pp | 80.1%-1.9pp | 69.3%+8.8pp |
| Annual return | 36.62% | 18.93%+17.7pp | 22.74%+13.9pp | 318.53%-281.9pp |
| Employer contribution / active EE | $1,336 | $2,559-47.8% | $4,136-67.7% | $2,565-47.9% |
| Participant deferral / active EE | $3,881 | $4,006-3.1% | $5,506-29.5% | $3,952-1.8% |
| Admin fee / account holder | $9,855 | $7,702+28.0% | $10,280-4.1% | $6,260+57.4% |