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 | $68,463 | $106,515-35.7% | $96,683-29.2% | $139,434-50.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 17.79% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,352 | $4,103+6.1% | $3,737+16.5% | $4,751-8.4% |
| Participant deferral / active EE | $8,143 | $5,454+49.3% | $4,878+66.9% | $6,710+21.4% |
| Admin fee / account holder | $1,404 | $7,877-82.2% | $6,730-79.1% | $11,403-87.7% |