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 | $65,237 | $93,571-30.3% | $135,903-52.0% | $75,163-13.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.31% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,075 | $3,537-69.6% | $4,856-77.9% | $2,670-59.7% |
| Participant deferral / active EE | $7,211 | $6,404+12.6% | $7,758-7.0% | $4,125+74.8% |
| Admin fee / account holder | $762 | $6,975-89.1% | $10,762-92.9% | $5,651-86.5% |