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 | $63,832 | $72,277-11.7% | $101,248-37.0% | $79,858-20.1% |
| Participation rate | 82.1% | 68.5%+13.6pp | 75.8%+6.2pp | 69.6%+12.4pp |
| Annual return | 19.21% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,495 | $2,692+67.0% | $3,660+22.8% | $2,471+81.9% |
| Participant deferral / active EE | $9,039 | $3,282+175.4% | $4,370+106.8% | $3,740+141.7% |
| Admin fee / account holder | $3,121 | $4,400-29.1% | $5,945-47.5% | $5,306-41.2% |