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 | $86,280 | $149,734-42.4% | $118,925-27.4% | $158,922-45.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 12.57% | 19.95%-7.4pp | 35.88%-23.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,820 | $4,115-31.5% | $3,263-13.6% | $4,761-40.8% |
| Participant deferral / active EE | $5,366 | $5,223+2.7% | $4,265+25.8% | $5,982-10.3% |
| Admin fee / account holder | $2,250 | $8,603-73.8% | $6,581-65.8% | $11,246-80.0% |