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 | $58,512 | $77,899-24.9% | $149,673-60.9% | $75,163-22.2% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 21.44% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,773 | $3,137-43.5% | $4,818-63.2% | $2,670-33.6% |
| Participant deferral / active EE | $4,740 | $3,411+39.0% | $5,680-16.6% | $4,125+14.9% |
| Admin fee / account holder | $7,215 | $5,956+21.1% | $13,210-45.4% | $5,651+27.7% |