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 | $67,967 | $178,174-61.9% | $156,181-56.5% | $137,256-50.5% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 13.64% | 84.19%-70.6pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,243 | $4,972-34.8% | $4,294-24.5% | $4,156-22.0% |
| Participant deferral / active EE | $11,074 | $6,888+60.8% | $6,132+80.6% | $6,407+72.8% |
| Admin fee / account holder | $6,351 | $17,404-63.5% | $14,586-56.5% | $12,270-48.2% |