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 | $75,811 | $88,672-14.5% | $105,223-28.0% | $82,448-8.0% |
| Participation rate | 78.8% | 67.9%+10.9pp | 75.0%+3.7pp | 68.1%+10.7pp |
| Annual return | 15.38% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,030 | $3,048+32.2% | $3,689+9.3% | $2,551+58.0% |
| Participant deferral / active EE | $6,721 | $4,036+66.5% | $5,072+32.5% | $4,139+62.4% |
| Admin fee / account holder | $21,949 | $7,146+207.1% | $8,859+147.8% | $7,234+203.4% |