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 | $73,497 | $74,927-1.9% | $101,794-27.8% | $84,808-13.3% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.5pp | 68.3%+12.3pp |
| Annual return | 15.28% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,925 | $1,522+92.2% | $2,289+27.8% | $2,631+11.2% |
| Participant deferral / active EE | $4,860 | $3,099+56.8% | $4,084+19.0% | $4,212+15.4% |
| Admin fee / account holder | $3,499 | $6,514-46.3% | $8,777-60.1% | $7,344-52.4% |