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 | $65,918 | $65,561+0.5% | $86,188-23.5% | $75,163-12.3% |
| Participation rate | 71.1% | 60.5%+10.6pp | 69.0%+2.1pp | 67.2%+3.9pp |
| Annual return | 15.87% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,198 | $1,553+41.6% | $2,380-7.6% | $2,670-17.7% |
| Participant deferral / active EE | $3,038 | $3,024+0.5% | $3,985-23.8% | $4,125-26.3% |
| Admin fee / account holder | $6,095 | $5,474+11.3% | $6,852-11.0% | $5,651+7.9% |