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 | $59,955 | $103,376-42.0% | $87,100-31.2% | $152,861-60.8% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 24.23% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,470 | $3,220+7.8% | $2,521+37.6% | $4,762-27.1% |
| Participant deferral / active EE | $7,495 | $4,778+56.9% | $4,049+85.1% | $5,850+28.1% |
| Admin fee / account holder | $1,577 | $12,205-87.1% | $7,497-79.0% | $11,596-86.4% |