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 | $62,631 | $77,899-19.6% | $149,673-58.2% | $75,163-16.7% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.9pp | 67.2%+23.4pp |
| Annual return | 18.14% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,929 | $3,137-38.5% | $4,818-60.0% | $2,670-27.7% |
| Participant deferral / active EE | $4,852 | $3,411+42.3% | $5,680-14.6% | $4,125+17.6% |
| Admin fee / account holder | $5,787 | $5,956-2.8% | $13,210-56.2% | $5,651+2.4% |