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 | $56,560 | $78,694-28.1% | $67,652-16.4% | $125,391-54.9% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | 2.85% | 9.46%-6.6pp | 6625.04%-6622.2pp | 282.22%-279.4pp |
| Employer contribution / active EE | $2,887 | $3,044-5.2% | $2,266+27.4% | $4,866-40.7% |
| Participant deferral / active EE | $5,921 | $4,292+38.0% | $3,560+66.3% | $5,352+10.6% |
| Admin fee / account holder | $31,581 | $7,403+326.6% | $4,821+555.1% | $9,540+231.0% |