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 | $85,622 | $91,190-6.1% | $178,490-52.0% | $79,858+7.2% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 15.73% | 24.19%-8.5pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,097 | $3,256-35.6% | $5,011-58.1% | $2,471-15.1% |
| Participant deferral / active EE | $3,121 | $3,236-3.5% | $5,202-40.0% | $3,740-16.5% |
| Admin fee / account holder | $491 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |