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 | $54,516 | $72,277-24.6% | $101,248-46.2% | $79,858-31.7% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.8%+22.3pp | 69.6%+28.4pp |
| Annual return | 18.43% | 22.30%-3.9pp | 46.47%-28.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $6,505 | $2,692+141.7% | $3,660+77.8% | $2,471+163.3% |
| Participant deferral / active EE | $5,801 | $3,282+76.8% | $4,370+32.7% | $3,740+55.1% |
| Admin fee / account holder | $6,105 | $4,400+38.7% | $5,945+2.7% | $5,306+15.1% |