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 | $50,175 | $53,127-5.6% | $86,590-42.1% | $70,131-28.5% |
| Participation rate | 74.1% | 65.3%+8.8pp | 73.5%+0.5pp | 69.5%+4.5pp |
| Annual return | 17.84% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,841 | $2,068-11.0% | $2,839-35.1% | $2,342-21.4% |
| Participant deferral / active EE | $2,534 | $2,696-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $1,432 | $3,585-60.1% | $4,906-70.8% | $4,645-69.2% |