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 | $79,396 | $154,117-48.5% | $129,995-38.9% | $139,434-43.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 13.86% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,682 | $5,289-49.3% | $4,320-37.9% | $4,751-43.6% |
| Participant deferral / active EE | $5,332 | $6,710-20.5% | $5,820-8.4% | $6,710-20.5% |
| Admin fee / account holder | $327 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |