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 | $72,688 | $87,013-16.5% | $106,213-31.6% | $80,856-10.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.74% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,661 | $2,395+52.8% | $3,171+15.4% | $2,755+32.9% |
| Participant deferral / active EE | $6,293 | $3,986+57.9% | $5,016+25.5% | $4,296+46.5% |
| Admin fee / account holder | $3,486 | $8,431-58.7% | $11,033-68.4% | $6,918-49.6% |