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 | $62,791 | $74,927-16.2% | $101,794-38.3% | $84,808-26.0% |
| Participation rate | 82.9% | 61.4%+21.5pp | 69.2%+13.7pp | 68.3%+14.5pp |
| Annual return | 14.96% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,697 | $1,522+77.3% | $2,289+17.8% | $2,631+2.5% |
| Participant deferral / active EE | $4,834 | $3,099+56.0% | $4,084+18.4% | $4,212+14.8% |
| Admin fee / account holder | $2,562 | $6,514-60.7% | $8,777-70.8% | $7,344-65.1% |