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 | $83,066 | $162,781-49.0% | $133,956-38.0% | $158,922-47.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 22.47% | 41.94%-19.5pp | 45.09%-22.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,805 | $4,975-3.4% | $3,919+22.6% | $4,761+0.9% |
| Participant deferral / active EE | $9,060 | $5,911+53.3% | $5,048+79.5% | $5,982+51.4% |
| Admin fee / account holder | $5,630 | $11,736-52.0% | $8,927-36.9% | $11,246-49.9% |