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 | $70,118 | $65,041+7.8% | $90,951-22.9% | $79,858-12.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.58% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,122 | $1,247-10.1% | $2,122-47.1% | $2,471-54.6% |
| Participant deferral / active EE | $3,257 | $2,512+29.6% | $3,373-3.4% | $3,740-12.9% |
| Admin fee / account holder | $2,365 | $4,536-47.9% | $5,959-60.3% | $5,306-55.4% |