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 | $58,193 | $99,877-41.7% | $84,966-31.5% | $145,922-60.1% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+8.0pp |
| Annual return | 11.84% | 83.76%-71.9pp | 66.38%-54.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,964 | $3,231+22.7% | $2,727+45.3% | $4,660-14.9% |
| Participant deferral / active EE | $6,960 | $5,291+31.5% | $4,519+54.0% | $6,688+4.1% |
| Admin fee / account holder | $6,897 | $7,248-4.8% | $6,149+12.2% | $13,397-48.5% |