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 | $71,124 | $178,174-60.1% | $156,181-54.5% | $137,256-48.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 13.20% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,208 | $4,972-35.5% | $4,294-25.3% | $4,156-22.8% |
| Participant deferral / active EE | $10,233 | $6,888+48.6% | $6,132+66.9% | $6,407+59.7% |
| Admin fee / account holder | $15,802 | $17,404-9.2% | $14,586+8.3% | $12,270+28.8% |