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 | $81,362 | $78,520+3.6% | $96,576-15.8% | $82,448-1.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.24% | 41.30%-24.1pp | 38.47%-21.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,539 | $2,630+72.6% | $3,553+27.7% | $2,551+77.9% |
| Participant deferral / active EE | $4,347 | $6,754-35.6% | $7,956-45.4% | $4,139+5.0% |
| Admin fee / account holder | $2,646 | $13,455-80.3% | $11,381-76.8% | $7,234-63.4% |