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 | $59,761 | $86,286-30.7% | $111,297-46.3% | $85,850-30.4% |
| Participation rate | 89.2% | 73.3%+15.9pp | 77.3%+11.9pp | 69.3%+19.9pp |
| Annual return | 14.62% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,010 | $2,043-1.6% | $2,731-26.4% | $2,565-21.6% |
| Participant deferral / active EE | $3,960 | $3,641+8.8% | $4,487-11.7% | $3,952+0.2% |
| Admin fee / account holder | $1,771 | $8,188-78.4% | $7,964-77.8% | $6,260-71.7% |