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 | $93,011 | $65,703+41.6% | $94,224-1.3% | $59,632+56.0% |
| Participation rate | 96.6% | 72.1%+24.4pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -2.16% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $4,955 | $2,021+145.2% | $3,587+38.1% | $2,203+125.0% |
| Participant deferral / active EE | $3,622 | $3,143+15.2% | $4,320-16.2% | $3,192+13.5% |
| Admin fee / account holder | $6,791 | $4,264+59.3% | $6,269+8.3% | $4,297+58.0% |