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 | $88,983 | $89,753-0.9% | $107,525-17.2% | $84,808+4.9% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 13.30% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,327 | $3,113-57.4% | $3,754-64.7% | $2,631-49.6% |
| Participant deferral / active EE | $2,881 | $4,056-29.0% | $5,116-43.7% | $4,212-31.6% |
| Admin fee / account holder | $2,834 | $7,222-60.8% | $8,919-68.2% | $7,344-61.4% |