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 | $94,918 | $102,616-7.5% | $81,983+15.8% | $158,922-40.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 17.01% | 61.04%-44.0pp | 41.31%-24.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,723 | $3,240-16.0% | $2,498+9.0% | $4,761-42.8% |
| Participant deferral / active EE | $6,657 | $4,648+43.2% | $3,722+78.9% | $5,982+11.3% |
| Admin fee / account holder | $6,929 | $8,235-15.9% | $5,664+22.3% | $11,246-38.4% |