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 | $71,982 | $157,256-54.2% | $141,162-49.0% | $152,861-52.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.06% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $5,115 | $5,261-2.8% | $4,735+8.0% | $4,762+7.4% |
| Participant deferral / active EE | $7,437 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $2,999 | $12,120-75.3% | $10,261-70.8% | $11,596-74.1% |