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 | $65,399 | $159,602-59.0% | $150,045-56.4% | $142,382-54.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 76.11% | 70.24%+5.9pp | 62.55%+13.6pp | 217.08%-141.0pp |
| Employer contribution / active EE | $1,644 | $4,961-66.9% | $4,693-65.0% | $4,299-61.8% |
| Participant deferral / active EE | $3,015 | $8,310-63.7% | $7,997-62.3% | $6,507-53.7% |
| Admin fee / account holder | $533 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |