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 | $86,802 | $104,251-16.7% | $91,001-4.6% | $147,584-41.2% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 16.59% | 27.06%-10.5pp | 4.60%+12.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,053 | $3,116-66.2% | $2,456-57.1% | $4,876-78.4% |
| Participant deferral / active EE | $2,796 | $4,195-33.4% | $3,547-21.2% | $5,439-48.6% |
| Admin fee / account holder | $11,148 | $8,948+24.6% | $5,417+105.8% | $10,885+2.4% |