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 | $58,707 | $96,484-39.2% | $75,886-22.6% | $152,861-61.6% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.3%+4.4pp | 82.4%-8.8pp |
| Annual return | 23.29% | 33.98%-10.7pp | 30.76%-7.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,096 | $3,309-66.9% | $2,500-56.2% | $4,762-77.0% |
| Participant deferral / active EE | $2,672 | $4,553-41.3% | $3,603-25.8% | $5,850-54.3% |
| Admin fee / account holder | $2,556 | $8,078-68.4% | $5,418-52.8% | $11,596-78.0% |