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 | $78,264 | $67,411+16.1% | $91,001-14.0% | $70,131+11.6% |
| Participation rate | 92.5% | 71.4%+21.1pp | 75.6%+16.9pp | 69.5%+22.9pp |
| Annual return | 20.81% | -40.16%+61.0pp | 4.60%+16.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,326 | $1,786-25.7% | $2,456-46.0% | $2,342-43.4% |
| Participant deferral / active EE | $2,345 | $2,823-16.9% | $3,547-33.9% | $3,332-29.6% |
| Admin fee / account holder | $1,845 | $4,236-56.4% | $5,417-65.9% | $4,645-60.3% |