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 | $73,648 | $88,672-16.9% | $105,223-30.0% | $82,448-10.7% |
| Participation rate | 87.8% | 67.9%+19.9pp | 75.0%+12.8pp | 68.1%+19.7pp |
| Annual return | 15.31% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,902 | $3,048+28.0% | $3,689+5.8% | $2,551+53.0% |
| Participant deferral / active EE | $6,546 | $4,036+62.2% | $5,072+29.1% | $4,139+58.2% |
| Admin fee / account holder | $3,893 | $7,146-45.5% | $8,859-56.1% | $7,234-46.2% |