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 | $60,521 | $46,869+29.1% | $122,332-50.5% | $70,131-13.7% |
| Participation rate | 75.6% | 58.2%+17.4pp | 71.6%+3.9pp | 69.5%+6.0pp |
| Annual return | 14.73% | 24.22%-9.5pp | 30.27%-15.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,224 | $2,166+187.3% | $3,287+89.4% | $3,332+86.8% |
| Admin fee / account holder | $593 | $3,322-82.1% | $5,478-89.2% | $4,645-87.2% |