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 | $59,279 | $48,076+23.3% | $78,689-24.7% | $62,891-5.7% |
| Participation rate | 70.5% | 65.2%+5.2pp | 73.6%-3.1pp | 69.3%+1.1pp |
| Annual return | 15.16% | 31.35%-16.2pp | 62.18%-47.0pp | 20.14%-5.0pp |
| Employer contribution / active EE | $6,842 | $2,015+239.6% | $2,851+140.0% | $2,281+200.0% |
| Participant deferral / active EE | $10,138 | $2,588+291.8% | $3,517+188.3% | $3,203+216.5% |
| Admin fee / account holder | $4,738 | $3,207+47.7% | $4,510+5.0% | $4,296+10.3% |