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 | $63,727 | $80,968-21.3% | $96,544-34.0% | $75,163-15.2% |
| Participation rate | 90.3% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.1pp |
| Annual return | 18.71% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $5,421 | $2,282+137.6% | $2,965+82.8% | $2,670+103.1% |
| Participant deferral / active EE | $7,201 | $3,928+83.3% | $4,851+48.4% | $4,125+74.6% |
| Admin fee / account holder | $2,237 | $6,724-66.7% | $8,252-72.9% | $5,651-60.4% |