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 | $59,933 | $100,773-40.5% | $88,946-32.6% | $142,382-57.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 13.87% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,111 | $2,918-27.7% | $2,555-17.4% | $4,299-50.9% |
| Participant deferral / active EE | $4,241 | $5,230-18.9% | $4,581-7.4% | $6,507-34.8% |
| Admin fee / account holder | $412 | $9,693-95.8% | $8,261-95.0% | $12,624-96.7% |