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 | $71,930 | $106,584-32.5% | $101,326-29.0% | $142,382-49.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 20.00% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,800 | $3,956+21.3% | $3,665+30.9% | $4,299+11.6% |
| Participant deferral / active EE | $15,834 | $8,297+90.8% | $7,994+98.1% | $6,507+143.3% |
| Admin fee / account holder | $13,783 | $11,446+20.4% | $11,185+23.2% | $12,624+9.2% |