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 | $58,472 | $69,515-15.9% | $86,874-32.7% | $85,850-31.9% |
| Participation rate | 79.3% | 66.3%+13.0pp | 71.6%+7.7pp | 69.3%+10.0pp |
| Annual return | 14.05% | 20.12%-6.1pp | 63.52%-49.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,215 | $1,880+17.8% | $2,495-11.2% | $2,565-13.6% |
| Participant deferral / active EE | $4,780 | $2,919+63.8% | $3,699+29.2% | $3,952+21.0% |
| Admin fee / account holder | $5,279 | $5,972-11.6% | $5,828-9.4% | $6,260-15.7% |