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 | $95,255 | $78,422+21.5% | $95,952-0.7% | $79,858+19.3% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 15.89% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,074 | $1,945+6.6% | $2,541-18.4% | $2,471-16.1% |
| Participant deferral / active EE | $3,664 | $3,440+6.5% | $4,167-12.1% | $3,740-2.0% |
| Admin fee / account holder | $18,326 | $5,622+226.0% | $6,795+169.7% | $5,306+245.4% |