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 | $60,180 | $91,538-34.3% | $129,995-53.7% | $75,163-19.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.36% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,264 | $2,845+14.7% | $4,320-24.4% | $2,670+22.3% |
| Participant deferral / active EE | $5,880 | $4,341+35.4% | $5,820+1.0% | $4,125+42.5% |
| Admin fee / account holder | $6,735 | $6,790-0.8% | $10,614-36.6% | $5,651+19.2% |