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 | $72,709 | $99,985-27.3% | $146,665-50.4% | $85,850-15.3% |
| Participation rate | 93.3% | 73.1%+20.3pp | 80.1%+13.3pp | 69.3%+24.0pp |
| Annual return | 14.83% | 18.93%-4.1pp | 22.74%-7.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,915 | $2,559+131.2% | $4,136+43.0% | $2,565+130.6% |
| Participant deferral / active EE | $6,349 | $4,006+58.5% | $5,506+15.3% | $3,952+60.7% |
| Admin fee / account holder | $2,234 | $7,702-71.0% | $10,280-78.3% | $6,260-64.3% |