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 | $81,752 | $91,552-10.7% | $133,956-39.0% | $79,858+2.4% |
| Participation rate | 93.4% | 73.3%+20.1pp | 79.8%+13.6pp | 69.6%+23.8pp |
| Annual return | 15.23% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,854 | $2,384-22.2% | $3,919-52.7% | $2,471-25.0% |
| Participant deferral / active EE | $3,779 | $3,733+1.2% | $5,048-25.1% | $3,740+1.0% |
| Admin fee / account holder | $10,406 | $6,321+64.6% | $8,927+16.6% | $5,306+96.1% |