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 | $62,599 | $88,672-29.4% | $105,223-40.5% | $82,448-24.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.53% | 30.86%-7.3pp | 180.65%-157.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,689 | $3,048-11.8% | $3,689-27.1% | $2,551+5.4% |
| Participant deferral / active EE | $4,440 | $4,036+10.0% | $5,072-12.4% | $4,139+7.3% |
| Admin fee / account holder | $3,726 | $7,146-47.9% | $8,859-57.9% | $7,234-48.5% |