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 | $72,223 | $65,041+11.0% | $90,951-20.6% | $79,858-9.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.79% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,189 | $1,247+75.5% | $2,122+3.2% | $2,471-11.4% |
| Participant deferral / active EE | $4,636 | $2,512+84.6% | $3,373+37.4% | $3,740+23.9% |
| Admin fee / account holder | $472 | $4,536-89.6% | $5,959-92.1% | $5,306-91.1% |