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 | $64,997 | $71,050-8.5% | $93,606-30.6% | $80,856-19.6% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.6%+10.7pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,983 | $1,564+26.8% | $2,420-18.1% | $2,755-28.0% |
| Participant deferral / active EE | $4,778 | $4,034+18.4% | $4,411+8.3% | $4,296+11.2% |
| Admin fee / account holder | $559 | $6,945-92.0% | $8,285-93.3% | $6,918-91.9% |