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 | $87,749 | $95,453-8.1% | $112,040-21.7% | $82,448+6.4% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.5%+7.6pp | 68.1%+16.0pp |
| Annual return | 13.57% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,105 | $2,318-9.2% | $2,954-28.7% | $2,551-17.5% |
| Participant deferral / active EE | $6,417 | $4,224+51.9% | $5,098+25.9% | $4,139+55.0% |
| Admin fee / account holder | $2,219 | $9,013-75.4% | $12,098-81.7% | $7,234-69.3% |