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 | $58,078 | $55,706+4.3% | $75,886-23.5% | $72,985-20.4% |
| Participation rate | 95.3% | 61.1%+34.2pp | 69.3%+26.1pp | 69.5%+25.9pp |
| Annual return | 20.74% | 27.59%-6.9pp | 30.76%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,225 | $1,687+31.9% | $2,500-11.0% | $2,440-8.8% |
| Participant deferral / active EE | $4,336 | $2,634+64.6% | $3,603+20.3% | $3,607+20.2% |
| Admin fee / account holder | $661 | $3,978-83.4% | $5,418-87.8% | $5,124-87.1% |