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 | $88,787 | $65,041+36.5% | $90,951-2.4% | $79,858+11.2% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.0%+4.1pp | 69.6%+3.4pp |
| Annual return | 15.11% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,186 | $1,247-4.9% | $2,122-44.1% | $2,471-52.0% |
| Participant deferral / active EE | $4,488 | $2,512+78.7% | $3,373+33.1% | $3,740+20.0% |
| Admin fee / account holder | $1,260 | $4,536-72.2% | $5,959-78.9% | $5,306-76.3% |