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 | $82,169 | $78,422+4.8% | $95,952-14.4% | $79,858+2.9% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 16.88% | 19.37%-2.5pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $509 | $1,945-73.8% | $2,541-80.0% | $2,471-79.4% |
| Participant deferral / active EE | $5,115 | $3,440+48.7% | $4,167+22.8% | $3,740+36.8% |
| Admin fee / account holder | $1,029 | $5,622-81.7% | $6,795-84.9% | $5,306-80.6% |