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 | $84,532 | $104,974-19.5% | $95,585-11.6% | $142,382-40.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 18.02% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,328 | $2,779-16.2% | $2,527-7.9% | $4,299-45.8% |
| Participant deferral / active EE | $2,963 | $4,352-31.9% | $4,023-26.3% | $6,507-54.5% |
| Admin fee / account holder | $678 | $6,386-89.4% | $6,127-88.9% | $12,624-94.6% |