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 | $65,119 | $65,365-0.4% | $92,893-29.9% | $72,985-10.8% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.5pp |
| Annual return | 23.66% | 42.10%-18.4pp | 109.41%-85.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,255 | $2,594-13.1% | $3,653-38.3% | $2,440-7.6% |
| Participant deferral / active EE | $4,341 | $3,128+38.8% | $4,236+2.5% | $3,607+20.3% |
| Admin fee / account holder | $2,983 | $4,251-29.8% | $5,794-48.5% | $5,124-41.8% |