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 | $76,201 | $110,257-30.9% | $96,544-21.1% | $139,434-45.3% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 19.24% | 26.32%-7.1pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,132 | $3,620+41.8% | $2,965+73.1% | $4,751+8.0% |
| Participant deferral / active EE | $5,702 | $5,548+2.8% | $4,851+17.6% | $6,710-15.0% |
| Admin fee / account holder | $5,190 | $11,591-55.2% | $8,252-37.1% | $11,403-54.5% |