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 | $65,631 | $201,272-67.4% | $184,203-64.4% | $145,922-55.0% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 17.98% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $7,384 | $7,022+5.2% | $6,427+14.9% | $4,660+58.5% |
| Participant deferral / active EE | $7,848 | $9,806-20.0% | $9,131-14.1% | $6,688+17.3% |
| Admin fee / account holder | $9,427 | $16,364-42.4% | $13,901-32.2% | $13,397-29.6% |