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 | $67,554 | $162,781-58.5% | $133,956-49.6% | $158,922-57.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 5.99% | 41.94%-36.0pp | 45.09%-39.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,131 | $4,975-57.2% | $3,919-45.6% | $4,761-55.2% |
| Participant deferral / active EE | $4,572 | $5,911-22.7% | $5,048-9.4% | $5,982-23.6% |
| Admin fee / account holder | $20,281 | $11,736+72.8% | $8,927+127.2% | $11,246+80.3% |