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 | $77,037 | $85,766-10.2% | $136,294-43.5% | $70,131+9.8% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 22.35% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $3,291 | $2,966+11.0% | $4,695-29.9% | $2,342+40.5% |
| Participant deferral / active EE | $6,154 | $5,051+21.8% | $6,247-1.5% | $3,332+84.7% |
| Admin fee / account holder | $1,866 | $5,420-65.6% | $9,243-79.8% | $4,645-59.8% |