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 | $66,241 | $65,365+1.3% | $92,893-28.7% | $72,985-9.2% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 21.26% | 42.10%-20.8pp | 109.41%-88.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,131 | $2,594-17.8% | $3,653-41.7% | $2,440-12.6% |
| Participant deferral / active EE | $3,450 | $3,128+10.3% | $4,236-18.6% | $3,607-4.4% |
| Admin fee / account holder | $8,486 | $4,251+99.6% | $5,794+46.5% | $5,124+65.6% |