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 | $74,856 | $95,453-21.6% | $112,040-33.2% | $82,448-9.2% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 34.48% | 23.92%+10.6pp | 24.52%+10.0pp | 41.64%-7.2pp |
| Employer contribution / active EE | $2,783 | $2,318+20.1% | $2,954-5.8% | $2,551+9.1% |
| Participant deferral / active EE | $5,973 | $4,224+41.4% | $5,098+17.2% | $4,139+44.3% |
| Admin fee / account holder | $1,407 | $9,013-84.4% | $12,098-88.4% | $7,234-80.6% |