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 | $62,476 | $157,256-60.3% | $141,162-55.7% | $152,861-59.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 17.73% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,703 | $5,261-48.6% | $4,735-42.9% | $4,762-43.2% |
| Participant deferral / active EE | $6,078 | $7,109-14.5% | $6,709-9.4% | $5,850+3.9% |
| Admin fee / account holder | $812 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |