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 | $65,051 | $71,050-8.4% | $93,606-30.5% | $80,856-19.5% |
| Participation rate | 81.6% | 60.4%+21.2pp | 68.7%+12.9pp | 67.6%+13.9pp |
| Annual return | 18.85% | 11.26%+7.6pp | 133.20%-114.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,125 | $1,564+35.9% | $2,420-12.2% | $2,755-22.9% |
| Participant deferral / active EE | $4,254 | $4,034+5.5% | $4,411-3.6% | $4,296-1.0% |
| Admin fee / account holder | $9,931 | $6,945+43.0% | $8,285+19.9% | $6,918+43.5% |