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 3-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 | $80,308 | $117,841-31.9% | $102,423-21.6% | $145,922-45.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 10.85% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,553 | $3,615-29.4% | $3,023-15.6% | $4,660-45.2% |
| Participant deferral / active EE | $6,085 | $5,731+6.2% | $5,053+20.4% | $6,688-9.0% |
| Admin fee / account holder | $2,931 | $13,326-78.0% | $9,451-69.0% | $13,397-78.1% |