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 | $73,673 | $61,605+19.6% | $112,229-34.4% | $75,163-2.0% |
| Participation rate | 75.7% | 61.7%+14.0pp | 72.4%+3.2pp | 67.2%+8.5pp |
| Annual return | 14.36% | 28.47%-14.1pp | 30.20%-15.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $761 | $2,015-62.3% | $3,430-77.8% | $2,670-71.5% |
| Participant deferral / active EE | $6,433 | $3,108+107.0% | $4,798+34.1% | $4,125+55.9% |
| Admin fee / account holder | $15,028 | $4,862+209.1% | $7,748+94.0% | $5,651+165.9% |