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 | $82,123 | $60,022+36.8% | $88,946-7.7% | $84,808-3.2% |
| Participation rate | 96.6% | 57.8%+38.8pp | 68.8%+27.8pp | 68.3%+28.3pp |
| Annual return | 19.06% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,307 | $1,703+94.2% | $2,555+29.4% | $2,631+25.7% |
| Participant deferral / active EE | $6,772 | $3,114+117.5% | $4,581+47.8% | $4,212+60.8% |
| Admin fee / account holder | $4,249 | $4,811-11.7% | $8,261-48.6% | $7,344-42.1% |