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 | $77,902 | $127,065-38.7% | $113,168-31.2% | $142,382-45.3% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 13.11% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,922 | $3,442-15.1% | $2,975-1.8% | $4,299-32.0% |
| Participant deferral / active EE | $6,327 | $5,716+10.7% | $5,107+23.9% | $6,507-2.8% |
| Admin fee / account holder | $2,154 | $15,736-86.3% | $12,068-82.1% | $12,624-82.9% |