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 | $58,790 | $57,354+2.5% | $83,848-29.9% | $64,186-8.4% |
| Participation rate | 78.4% | 68.6%+9.8pp | 76.1%+2.2pp | 69.6%+8.8pp |
| Annual return | 4.34% | 11.38%-7.0pp | 850.88%-846.5pp | 7.63%-3.3pp |
| Employer contribution / active EE | $1,140 | $2,545-55.2% | $3,631-68.6% | $2,381-52.1% |
| Participant deferral / active EE | $3,132 | $2,993+4.6% | $4,082-23.3% | $3,470-9.7% |
| Admin fee / account holder | $6,605 | $4,046+63.3% | $5,478+20.6% | $4,888+35.1% |