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 | $62,293 | $62,573-0.4% | $85,682-27.3% | $85,850-27.4% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.9%+1.2pp | 69.3%+1.8pp |
| Annual return | 15.27% | 23.77%-8.5pp | 21.49%-6.2pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,740 | $1,757-1.0% | $2,618-33.6% | $2,565-32.2% |
| Participant deferral / active EE | $2,613 | $2,802-6.8% | $3,923-33.4% | $3,952-33.9% |
| Admin fee / account holder | $1,489 | $4,640-67.9% | $6,873-78.3% | $6,260-76.2% |