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 4-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 | $76,582 | $99,877-23.3% | $84,966-9.9% | $145,922-47.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.51% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,566 | $3,231-20.6% | $2,727-5.9% | $4,660-44.9% |
| Participant deferral / active EE | $10,080 | $5,291+90.5% | $4,519+123.0% | $6,688+50.7% |
| Admin fee / account holder | $784 | $7,248-89.2% | $6,149-87.2% | $13,397-94.1% |