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 | $59,373 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 13.56% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,556 | $2,614+36.0% | $4,154-14.4% | $2,551+39.4% |
| Participant deferral / active EE | $6,123 | $3,214+90.5% | $5,453+12.3% | $4,139+47.9% |
| Admin fee / account holder | $4,412 | $6,352-30.5% | $14,116-68.7% | $7,234-39.0% |