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 | $61,271 | $57,541+6.5% | $95,745-36.0% | $75,163-18.5% |
| Participation rate | 79.4% | 62.5%+16.9pp | 72.3%+7.1pp | 67.2%+12.2pp |
| Annual return | 14.36% | 34.93%-20.6pp | 28.35%-14.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,160 | $1,808+185.5% | $2,835+82.0% | $2,670+93.3% |
| Participant deferral / active EE | $2,829 | $3,074-8.0% | $4,245-33.4% | $4,125-31.4% |
| Admin fee / account holder | $1,780 | $4,099-56.6% | $5,678-68.7% | $5,651-68.5% |