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 | $60,030 | $46,869+28.1% | $122,332-50.9% | $70,131-14.4% |
| Participation rate | 82.5% | 58.2%+24.3pp | 71.6%+10.8pp | 69.5%+12.9pp |
| Annual return | 15.07% | 24.22%-9.2pp | 30.27%-15.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,291 | $1,288+77.9% | $4,050-43.4% | $2,342-2.2% |
| Participant deferral / active EE | $5,100 | $2,166+135.4% | $3,287+55.2% | $3,332+53.1% |
| Admin fee / account holder | $2,159 | $3,322-35.0% | $5,478-60.6% | $4,645-53.5% |