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 | $78,672 | $63,346+24.2% | $92,233-14.7% | $70,131+12.2% |
| Participation rate | 72.3% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.8pp |
| Annual return | 18.24% | 530.12%-511.9pp | 176.28%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,445 | $2,471-1.0% | $3,679-33.5% | $2,342+4.4% |
| Participant deferral / active EE | $5,418 | $2,854+89.8% | $3,897+39.0% | $3,332+62.6% |
| Admin fee / account holder | $3,868 | $3,840+0.7% | $5,194-25.5% | $4,645-16.7% |