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 | $72,736 | $65,365+11.3% | $92,893-21.7% | $72,985-0.3% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 25.13% | 42.10%-17.0pp | 109.41%-84.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,448 | $2,594-44.2% | $3,653-60.4% | $2,440-40.6% |
| Participant deferral / active EE | $5,927 | $3,128+89.4% | $4,236+39.9% | $3,607+64.3% |
| Admin fee / account holder | $716 | $4,251-83.2% | $5,794-87.6% | $5,124-86.0% |