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 | $72,896 | $73,933-1.4% | $96,683-24.6% | $75,163-3.0% |
| Participation rate | 89.7% | 66.4%+23.3pp | 74.3%+15.4pp | 67.2%+22.6pp |
| Annual return | 19.04% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,884 | $2,928-1.5% | $3,737-22.8% | $2,670+8.0% |
| Participant deferral / active EE | $7,863 | $3,659+114.9% | $4,878+61.2% | $4,125+90.6% |
| Admin fee / account holder | $9,258 | $5,216+77.5% | $6,730+37.6% | $5,651+63.8% |