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 | $91,375 | $102,966-11.3% | $90,281+1.2% | $152,861-40.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 19.96% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,907 | $3,139-7.4% | $2,854+1.9% | $4,762-39.0% |
| Participant deferral / active EE | $3,843 | $4,281-10.2% | $3,885-1.1% | $5,850-34.3% |
| Admin fee / account holder | $19,023 | $6,171+208.3% | $5,351+255.5% | $11,596+64.0% |