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 | $72,092 | $88,672-18.7% | $105,223-31.5% | $82,448-12.6% |
| Participation rate | 86.8% | 67.9%+18.9pp | 75.0%+11.8pp | 68.1%+18.8pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,720 | $3,048+22.0% | $3,689+0.8% | $2,551+45.8% |
| Participant deferral / active EE | $7,765 | $4,036+92.4% | $5,072+53.1% | $4,139+87.6% |
| Admin fee / account holder | $1,935 | $7,146-72.9% | $8,859-78.2% | $7,234-73.3% |