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 | $56,623 | $78,672-28.0% | $109,143-48.1% | $85,850-34.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.89% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,685 | $2,735-1.8% | $3,722-27.8% | $2,565+4.7% |
| Participant deferral / active EE | $4,327 | $3,467+24.8% | $4,653-7.0% | $3,952+9.5% |
| Admin fee / account holder | $391 | $5,469-92.9% | $6,752-94.2% | $6,260-93.8% |