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 | $59,072 | $51,638+14.4% | $68,368-13.6% | $82,448-28.4% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 18.42% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,389 | $2,047+65.6% | $2,649+27.9% | $2,551+32.8% |
| Participant deferral / active EE | $5,971 | $2,914+105.0% | $4,123+44.8% | $4,139+44.3% |
| Admin fee / account holder | $8,613 | $4,643+85.5% | $5,150+67.2% | $7,234+19.1% |