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 | $68,811 | $64,324+7.0% | $118,925-42.1% | $79,858-13.8% |
| Participation rate | 82.8% | 64.9%+17.9pp | 75.4%+7.4pp | 69.6%+13.1pp |
| Annual return | 12.73% | 86.45%-73.7pp | 35.88%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,821 | $1,836-0.8% | $3,263-44.2% | $2,471-26.3% |
| Participant deferral / active EE | $3,042 | $2,824+7.7% | $4,265-28.7% | $3,740-18.7% |
| Admin fee / account holder | $1,036 | $4,040-74.4% | $6,581-84.3% | $5,306-80.5% |