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 | $75,066 | $91,552-18.0% | $133,956-44.0% | $79,858-6.0% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 19.27% | 61.85%-42.6pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,702 | $2,384+55.3% | $3,919-5.5% | $2,471+49.8% |
| Participant deferral / active EE | $7,920 | $3,733+112.1% | $5,048+56.9% | $3,740+111.8% |
| Admin fee / account holder | $1,212 | $6,321-80.8% | $8,927-86.4% | $5,306-77.2% |