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 | $83,611 | $73,933+13.1% | $96,683-13.5% | $75,163+11.2% |
| Participation rate | 94.0% | 66.4%+27.6pp | 74.3%+19.7pp | 67.2%+26.8pp |
| Annual return | 19.25% | 26.70%-7.5pp | 35.69%-16.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $4,071 | $2,928+39.0% | $3,737+8.9% | $2,670+52.5% |
| Participant deferral / active EE | $5,816 | $3,659+59.0% | $4,878+19.2% | $4,125+41.0% |
| Admin fee / account holder | $579 | $5,216-88.9% | $6,730-91.4% | $5,651-89.8% |