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 | $56,717 | $54,705+3.7% | $71,209-20.4% | $84,808-33.1% |
| Participation rate | 94.3% | 64.1%+30.2pp | 73.8%+20.5pp | 68.3%+26.0pp |
| Annual return | 22.38% | 35.90%-13.5pp | 282.51%-260.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $5,344 | $2,158+147.7% | $2,721+96.4% | $2,631+103.1% |
| Participant deferral / active EE | $5,682 | $3,030+87.5% | $4,175+36.1% | $4,212+34.9% |
| Admin fee / account holder | $1,943 | $4,863-60.1% | $5,349-63.7% | $7,344-73.5% |