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 | $86,231 | $91,552-5.8% | $133,956-35.6% | $79,858+8.0% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 13.59% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $796 | $2,384-66.6% | $3,919-79.7% | $2,471-67.8% |
| Participant deferral / active EE | $4,639 | $3,733+24.3% | $5,048-8.1% | $3,740+24.0% |
| Admin fee / account holder | $8,342 | $6,321+32.0% | $8,927-6.6% | $5,306+57.2% |