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 | $70,610 | $81,460-13.3% | $103,333-31.7% | $80,856-12.7% |
| Participation rate | 93.7% | 66.8%+26.8pp | 74.5%+19.1pp | 67.6%+26.0pp |
| Annual return | 15.42% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,161 | $3,105-30.4% | $3,868-44.1% | $2,755-21.6% |
| Participant deferral / active EE | $4,636 | $3,869+19.8% | $5,057-8.3% | $4,296+7.9% |
| Admin fee / account holder | $14,336 | $6,566+118.3% | $8,355+71.6% | $6,918+107.2% |