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 | $59,550 | $56,277+5.8% | $80,975-26.5% | $62,891-5.3% |
| Participation rate | 93.5% | 69.0%+24.6pp | 75.8%+17.7pp | 69.3%+24.2pp |
| Annual return | 8.14% | 22.12%-14.0pp | 17.10%-9.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,960 | $1,943+52.4% | $3,714-20.3% | $2,281+29.8% |
| Participant deferral / active EE | $4,699 | $4,195+12.0% | $5,696-17.5% | $3,203+46.7% |
| Admin fee / account holder | $1,903 | $3,741-49.1% | $5,516-65.5% | $4,296-55.7% |