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 | $68,250 | $98,750-30.9% | $149,696-54.4% | $79,858-14.5% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.5pp |
| Annual return | 20.35% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,334 | $3,216+3.6% | $4,644-28.2% | $2,471+34.9% |
| Participant deferral / active EE | $6,854 | $5,680+20.7% | $6,842+0.2% | $3,740+83.3% |
| Admin fee / account holder | $2,669 | $6,053-55.9% | $9,309-71.3% | $5,306-49.7% |