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 | $71,181 | $56,053+27.0% | $75,972-6.3% | $80,856-12.0% |
| Participation rate | 83.9% | 62.0%+21.9pp | 69.1%+14.9pp | 67.6%+16.3pp |
| Annual return | 13.89% | 20.53%-6.6pp | 359.55%-345.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,518 | $1,874-19.0% | $2,685-43.5% | $2,755-44.9% |
| Participant deferral / active EE | $2,976 | $3,052-2.5% | $4,255-30.1% | $4,296-30.7% |
| Admin fee / account holder | $3,630 | $5,234-30.6% | $6,467-43.9% | $6,918-47.5% |