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 | $74,175 | $103,376-28.2% | $87,100-14.8% | $152,861-51.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 19.06% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,477 | $3,220-54.1% | $2,521-41.4% | $4,762-69.0% |
| Participant deferral / active EE | $4,901 | $4,778+2.6% | $4,049+21.1% | $5,850-16.2% |
| Admin fee / account holder | $7,340 | $12,205-39.9% | $7,497-2.1% | $11,596-36.7% |