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 | $74,400 | $73,933+0.6% | $96,683-23.0% | $75,163-1.0% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.3%+17.5pp | 67.2%+24.6pp |
| Annual return | 15.12% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,617 | $2,928-10.6% | $3,737-30.0% | $2,670-2.0% |
| Participant deferral / active EE | $5,852 | $3,659+59.9% | $4,878+20.0% | $4,125+41.9% |
| Admin fee / account holder | $3,557 | $5,216-31.8% | $6,730-47.1% | $5,651-37.1% |