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 | $75,265 | $115,882-35.1% | $100,516-25.1% | $158,922-52.6% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 14.51% | 34.79%-20.3pp | 30.89%-16.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,536 | $4,103-38.2% | $3,418-25.8% | $4,761-46.7% |
| Participant deferral / active EE | $6,238 | $6,674-6.5% | $6,270-0.5% | $5,982+4.3% |
| Admin fee / account holder | $447 | $10,995-95.9% | $8,081-94.5% | $11,246-96.0% |