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 | $76,870 | $47,479+61.9% | $62,929+22.2% | $82,448-6.8% |
| Participation rate | 73.7% | 66.9%+6.8pp | 73.1%+0.6pp | 68.1%+5.6pp |
| Annual return | 14.36% | 20.34%-6.0pp | 1063.93%-1049.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,300 | $1,885-31.1% | $2,505-48.1% | $2,551-49.0% |
| Participant deferral / active EE | $3,733 | $2,870+30.1% | $3,888-4.0% | $4,139-9.8% |
| Admin fee / account holder | $4,382 | $3,804+15.2% | $5,065-13.5% | $7,234-39.4% |