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 | $73,088 | $76,367-4.3% | $93,606-21.9% | $72,985+0.1% |
| Participation rate | 98.3% | 71.7%+26.5pp | 75.8%+22.4pp | 69.5%+28.8pp |
| Annual return | 20.28% | 25.82%-5.5pp | 32.76%-12.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $927 | $2,275-59.3% | $2,718-65.9% | $2,440-62.0% |
| Participant deferral / active EE | $3,991 | $3,538+12.8% | $4,069-1.9% | $3,607+10.6% |
| Admin fee / account holder | $3,365 | $6,838-50.8% | $7,888-57.3% | $5,124-34.3% |