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 | $75,457 | $103,376-27.0% | $87,100-13.4% | $152,861-50.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 12.71% | 28.10%-15.4pp | 28.19%-15.5pp | 345.32%-332.6pp |
| Employer contribution / active EE | $5,278 | $3,220+63.9% | $2,521+109.3% | $4,762+10.8% |
| Participant deferral / active EE | $6,548 | $4,778+37.0% | $4,049+61.7% | $5,850+11.9% |
| Admin fee / account holder | $4,323 | $12,205-64.6% | $7,497-42.3% | $11,596-62.7% |