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 | $66,710 | $81,460-18.1% | $103,333-35.4% | $80,856-17.5% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.6%+21.8pp |
| Annual return | 14.22% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,195 | $3,105-61.5% | $3,868-69.1% | $2,755-56.6% |
| Participant deferral / active EE | $5,137 | $3,869+32.8% | $5,057+1.6% | $4,296+19.6% |
| Admin fee / account holder | $4,866 | $6,566-25.9% | $8,355-41.8% | $6,918-29.7% |