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 | $71,420 | $74,927-4.7% | $101,794-29.8% | $84,808-15.8% |
| Participation rate | 92.1% | 61.4%+30.7pp | 69.2%+22.9pp | 68.3%+23.8pp |
| Annual return | 18.92% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,601 | $1,522+70.9% | $2,289+13.6% | $2,631-1.1% |
| Participant deferral / active EE | $3,800 | $3,099+22.6% | $4,084-6.9% | $4,212-9.8% |
| Admin fee / account holder | $5,786 | $6,514-11.2% | $8,777-34.1% | $7,344-21.2% |