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 | $71,999 | $68,547+5.0% | $120,354-40.2% | $80,856-11.0% |
| Participation rate | 84.0% | 61.6%+22.4pp | 71.9%+12.1pp | 67.6%+16.4pp |
| Annual return | 14.85% | 23.60%-8.8pp | 107.15%-92.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,018 | $2,051+47.1% | $3,463-12.8% | $2,755+9.6% |
| Participant deferral / active EE | $6,041 | $3,173+90.4% | $4,991+21.0% | $4,296+40.6% |
| Admin fee / account holder | $2,188 | $5,732-61.8% | $9,423-76.8% | $6,918-68.4% |