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 | $65,762 | $64,348+2.2% | $90,160-27.1% | $70,131-6.2% |
| Participation rate | 72.2% | 70.4%+1.8pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 16.86% | 28.13%-11.3pp | 34.88%-18.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,110 | $4,389+62.0% | $5,288+34.5% | $3,332+113.4% |
| Admin fee / account holder | $8,702 | $3,944+120.6% | $5,943+46.4% | $4,645+87.3% |