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 | $99,351 | $98,750+0.6% | $149,696-33.6% | $79,858+24.4% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.3pp |
| Annual return | 14.67% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,155 | $3,216-33.0% | $4,644-53.6% | $2,471-12.8% |
| Participant deferral / active EE | $4,830 | $5,680-15.0% | $6,842-29.4% | $3,740+29.2% |
| Admin fee / account holder | $6,693 | $6,053+10.6% | $9,309-28.1% | $5,306+26.1% |