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 | $88,321 | $72,277+22.2% | $101,248-12.8% | $79,858+10.6% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 13.32% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,105 | $2,692-59.0% | $3,660-69.8% | $2,471-55.3% |
| Participant deferral / active EE | $3,169 | $3,282-3.4% | $4,370-27.5% | $3,740-15.3% |
| Admin fee / account holder | $22,347 | $4,400+407.9% | $5,945+275.9% | $5,306+321.1% |