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 | $72,911 | $88,707-17.8% | $74,183-1.7% | $273,961-73.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 7.03% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,352 | $3,159-57.2% | $2,370-43.0% | $4,869-72.2% |
| Participant deferral / active EE | $4,154 | $4,212-1.4% | $3,550+17.0% | $5,287-21.4% |
| Admin fee / account holder | $2,677 | $8,717-69.3% | $5,586-52.1% | $10,132-73.6% |