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 | $72,344 | $98,750-26.7% | $149,696-51.7% | $79,858-9.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 16.38% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,486 | $3,216+8.4% | $4,644-24.9% | $2,471+41.1% |
| Participant deferral / active EE | $6,497 | $5,680+14.4% | $6,842-5.0% | $3,740+73.7% |
| Admin fee / account holder | $2,337 | $6,053-61.4% | $9,309-74.9% | $5,306-56.0% |