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 | $79,501 | $176,377-54.9% | $134,143-40.7% | $158,922-50.0% |
| Participation rate | 76.9% | 78.7%-1.8pp | 72.2%+4.7pp | 82.0%-5.0pp |
| Annual return | 18.79% | 63.63%-44.8pp | 36.33%-17.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,110 | $5,040-58.1% | $3,704-43.0% | $4,761-55.7% |
| Participant deferral / active EE | $3,127 | $4,091-23.6% | $3,499-10.6% | $5,982-47.7% |
| Admin fee / account holder | $342 | $8,718-96.1% | $6,684-94.9% | $11,246-97.0% |