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 | $69,395 | $72,177-3.9% | $115,037-39.7% | $59,632+16.4% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | 1.97% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,120 | $2,841-25.4% | $4,608-54.0% | $2,203-3.7% |
| Participant deferral / active EE | $2,538 | $4,783-46.9% | $6,026-57.9% | $3,192-20.5% |
| Admin fee / account holder | $607 | $4,927-87.7% | $8,175-92.6% | $4,297-85.9% |