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 | $23,006 | $135,952-83.1% | $123,892-81.4% | $273,961-91.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 14.27% | 56.63%-42.4pp | 47.52%-33.2pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,725 | $5,170-66.6% | $4,617-62.6% | $4,869-64.6% |
| Participant deferral / active EE | $5,449 | $6,343-14.1% | $5,984-8.9% | $5,287+3.1% |
| Admin fee / account holder | $1,605 | $9,817-83.6% | $8,357-80.8% | $10,132-84.2% |