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 | $77,737 | $78,672-1.2% | $109,143-28.8% | $85,850-9.5% |
| Participation rate | 82.5% | 68.3%+14.2pp | 75.9%+6.6pp | 69.3%+13.1pp |
| Annual return | 13.77% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $7,144 | $2,735+161.2% | $3,722+92.0% | $2,565+178.5% |
| Participant deferral / active EE | $4,124 | $3,467+18.9% | $4,653-11.4% | $3,952+4.4% |
| Admin fee / account holder | $971 | $5,469-82.2% | $6,752-85.6% | $6,260-84.5% |