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 | $53,785 | $78,422-31.4% | $95,952-43.9% | $79,858-32.6% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 19.53% | 19.37%+0.2pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,272 | $1,945+16.8% | $2,541-10.6% | $2,471-8.1% |
| Participant deferral / active EE | $3,588 | $3,440+4.3% | $4,167-13.9% | $3,740-4.1% |
| Admin fee / account holder | $2,668 | $5,622-52.5% | $6,795-60.7% | $5,306-49.7% |