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 | $72,279 | $110,261-34.4% | $95,745-24.5% | $139,434-48.2% |
| Participation rate | 94.4% | 75.8%+18.7pp | 72.3%+22.2pp | 80.3%+14.1pp |
| Annual return | 10.82% | 27.11%-16.3pp | 28.35%-17.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,282 | $3,257+0.7% | $2,835+15.8% | $4,751-30.9% |
| Participant deferral / active EE | $3,192 | $4,676-31.7% | $4,245-24.8% | $6,710-52.4% |
| Admin fee / account holder | $4,737 | $6,613-28.4% | $5,678-16.6% | $11,403-58.5% |