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 | $68,234 | $81,248-16.0% | $155,509-56.1% | $80,856-15.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 12.96% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,990 | $3,100+60.9% | $4,672+6.8% | $2,755+81.1% |
| Participant deferral / active EE | $5,048 | $3,452+46.3% | $5,626-10.3% | $4,296+17.5% |
| Admin fee / account holder | $454 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |