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 | $73,007 | $70,475+3.6% | $100,516-27.4% | $79,858-8.6% |
| Participation rate | 92.0% | 73.7%+18.3pp | 79.4%+12.6pp | 69.6%+22.4pp |
| Annual return | 18.83% | 21.90%-3.1pp | 30.89%-12.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,767 | $2,165-18.4% | $3,418-48.3% | $2,471-28.5% |
| Participant deferral / active EE | $4,200 | $5,181-18.9% | $6,270-33.0% | $3,740+12.3% |
| Admin fee / account holder | $895 | $4,478-80.0% | $8,081-88.9% | $5,306-83.1% |