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 | $51,980 | $58,512-11.2% | $84,015-38.1% | $72,985-28.8% |
| Participation rate | 81.5% | 61.2%+20.3pp | 69.0%+12.5pp | 69.5%+12.0pp |
| Annual return | 21.87% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,603 | $1,163+123.9% | $1,983+31.3% | $2,440+6.7% |
| Participant deferral / active EE | $4,746 | $2,394+98.2% | $3,239+46.5% | $3,607+31.6% |
| Admin fee / account holder | $1,482 | $4,569-67.6% | $6,101-75.7% | $5,124-71.1% |