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 | $73,142 | $94,625-22.7% | $116,228-37.1% | $84,808-13.8% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.6%-2.6pp | 68.3%+3.7pp |
| Annual return | 14.40% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,181 | $2,347-7.1% | $2,994-27.2% | $2,631-17.1% |
| Participant deferral / active EE | $3,805 | $3,972-4.2% | $4,953-23.2% | $4,212-9.7% |
| Admin fee / account holder | $4,340 | $10,091-57.0% | $11,989-63.8% | $7,344-40.9% |