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 | $75,553 | $86,286-12.4% | $111,297-32.1% | $85,850-12.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 13.49% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,660 | $2,043-18.8% | $2,731-39.2% | $2,565-35.3% |
| Participant deferral / active EE | $3,377 | $3,641-7.2% | $4,487-24.7% | $3,952-14.5% |
| Admin fee / account holder | $4,582 | $8,188-44.0% | $7,964-42.5% | $6,260-26.8% |