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 | $73,714 | $54,380+35.6% | $68,509+7.6% | $59,632+23.6% |
| Participation rate | 73.3% | 70.2%+3.1pp | 74.7%-1.5pp | 68.7%+4.6pp |
| Annual return | -0.70% | 2.83%-3.5pp | 8.27%-9.0pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $949 | $1,539-38.3% | $2,278-58.3% | $2,203-56.9% |
| Participant deferral / active EE | $3,433 | $2,643+29.9% | $3,382+1.5% | $3,192+7.6% |
| Admin fee / account holder | $5,454 | $3,885+40.4% | $5,275+3.4% | $4,297+26.9% |