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 | $66,370 | $89,753-26.1% | $107,525-38.3% | $84,808-21.7% |
| Participation rate | 91.5% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.2pp |
| Annual return | 16.61% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,959 | $3,113-5.0% | $3,754-21.2% | $2,631+12.5% |
| Participant deferral / active EE | $5,584 | $4,056+37.7% | $5,116+9.2% | $4,212+32.6% |
| Admin fee / account holder | $7,983 | $7,222+10.5% | $8,919-10.5% | $7,344+8.7% |