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 | $56,254 | $53,822+4.5% | $75,696-25.7% | $85,850-34.5% |
| Participation rate | 83.0% | 69.1%+13.9pp | 74.8%+8.1pp | 69.3%+13.7pp |
| Annual return | 16.45% | 24.54%-8.1pp | 104.53%-88.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,388 | $2,895+86.1% | $3,821+41.0% | $3,952+36.3% |
| Admin fee / account holder | $3,057 | $3,343-8.5% | $3,619-15.5% | $6,260-51.2% |