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 | $78,394 | $58,828+33.3% | $77,999+0.5% | $62,891+24.7% |
| Participation rate | 77.2% | 71.1%+6.1pp | 75.5%+1.7pp | 69.3%+7.9pp |
| Annual return | 7.02% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,175 | $2,686+92.7% | $3,497+48.0% | $3,203+61.6% |
| Admin fee / account holder | $3,101 | $4,393-29.4% | $5,480-43.4% | $4,296-27.8% |