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 | $56,542 | $54,762+3.2% | $90,281-37.4% | $72,985-22.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.96% | 30.63%-13.7pp | 78.10%-61.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,171 | $2,092+3.8% | $2,854-23.9% | $2,440-11.0% |
| Participant deferral / active EE | $2,548 | $2,887-11.8% | $3,885-34.4% | $3,607-29.4% |
| Admin fee / account holder | $6,742 | $3,972+69.7% | $5,351+26.0% | $5,124+31.6% |