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 | $75,298 | $58,828+28.0% | $77,999-3.5% | $62,891+19.7% |
| Participation rate | 78.8% | 71.1%+7.8pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | 6.77% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,886 | $1,672+12.8% | $2,470-23.7% | $2,281-17.3% |
| Participant deferral / active EE | $2,632 | $2,686-2.0% | $3,497-24.7% | $3,203-17.8% |
| Admin fee / account holder | $938 | $4,393-78.6% | $5,480-82.9% | $4,296-78.2% |