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 | $63,538 | $45,073+41.0% | $69,455-8.5% | $72,985-12.9% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.6%+7.2pp | 69.5%+12.3pp |
| Annual return | 22.92% | 22.65%+0.3pp | 28.97%-6.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,580 | $2,054+25.6% | $2,779-7.2% | $2,440+5.7% |
| Participant deferral / active EE | $4,337 | $2,602+66.7% | $3,535+22.7% | $3,607+20.2% |
| Admin fee / account holder | $6,077 | $3,056+98.9% | $3,839+58.3% | $5,124+18.6% |