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 | $73,308 | $100,754-27.2% | $86,677-15.4% | $134,475-45.5% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 7.45% | 29.04%-21.6pp | 35.91%-28.5pp | 417.96%-410.5pp |
| Employer contribution / active EE | $1,201 | $3,489-65.6% | $2,836-57.7% | $4,740-74.7% |
| Participant deferral / active EE | $3,039 | $5,338-43.1% | $4,656-34.7% | $6,400-52.5% |
| Admin fee / account holder | $4,980 | $10,926-54.4% | $7,493-33.5% | $11,426-56.4% |