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 | $96,841 | $98,750-1.9% | $149,696-35.3% | $79,858+21.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 19.01% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,007 | $3,216-68.7% | $4,644-78.3% | $2,471-59.3% |
| Participant deferral / active EE | $4,508 | $5,680-20.6% | $6,842-34.1% | $3,740+20.5% |
| Admin fee / account holder | $5,673 | $6,053-6.3% | $9,309-39.1% | $5,306+6.9% |