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 | $73,827 | $91,190-19.0% | $178,490-58.6% | $79,858-7.6% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 18.96% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,557 | $3,256-21.5% | $5,011-49.0% | $2,471+3.5% |
| Participant deferral / active EE | $5,030 | $3,236+55.4% | $5,202-3.3% | $3,740+34.5% |
| Admin fee / account holder | $4,694 | $6,751-30.5% | $13,984-66.4% | $5,306-11.5% |