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 | $59,670 | $71,050-16.0% | $93,606-36.3% | $80,856-26.2% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.1pp |
| Annual return | 14.33% | 11.26%+3.1pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,579 | $1,564+1.0% | $2,420-34.7% | $2,755-42.7% |
| Participant deferral / active EE | $3,382 | $4,034-16.2% | $4,411-23.3% | $4,296-21.3% |
| Admin fee / account holder | $12,311 | $6,945+77.3% | $8,285+48.6% | $6,918+78.0% |