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 | $66,821 | $162,781-59.0% | $133,956-50.1% | $158,922-58.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.98% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,471 | $4,975-70.4% | $3,919-62.5% | $4,761-69.1% |
| Participant deferral / active EE | $4,089 | $5,911-30.8% | $5,048-19.0% | $5,982-31.6% |
| Admin fee / account holder | $606 | $11,736-94.8% | $8,927-93.2% | $11,246-94.6% |