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 | $65,917 | $105,859-37.7% | $90,160-26.9% | $147,584-55.3% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 10.51% | 37.63%-27.1pp | 34.88%-24.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $4,763 | $4,126+15.4% | $3,318+43.5% | $4,876-2.3% |
| Participant deferral / active EE | $6,243 | $5,733+8.9% | $5,288+18.1% | $5,439+14.8% |
| Admin fee / account holder | $15,264 | $8,046+89.7% | $5,943+156.8% | $10,885+40.2% |