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 | $62,708 | $58,512+7.2% | $84,015-25.4% | $72,985-14.1% |
| Participation rate | 87.1% | 61.2%+25.9pp | 69.0%+18.1pp | 69.5%+17.6pp |
| Annual return | 20.05% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,787 | $1,163+53.7% | $1,983-9.9% | $2,440-26.8% |
| Participant deferral / active EE | $4,180 | $2,394+74.6% | $3,239+29.1% | $3,607+15.9% |
| Admin fee / account holder | $7,042 | $4,569+54.1% | $6,101+15.4% | $5,124+37.4% |