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 | $64,563 | $148,534-56.5% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 16.85% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $5,914 | $5,243+12.8% | $4,856+21.8% | $4,751+24.5% |
| Participant deferral / active EE | $14,723 | $8,100+81.8% | $7,758+89.8% | $6,710+119.4% |
| Admin fee / account holder | $7,154 | $12,400-42.3% | $10,762-33.5% | $11,403-37.3% |