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 | $71,574 | $54,705+30.8% | $71,209+0.5% | $84,808-15.6% |
| Participation rate | 75.5% | 64.1%+11.4pp | 73.8%+1.7pp | 68.3%+7.2pp |
| Annual return | 23.32% | 35.90%-12.6pp | 282.51%-259.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,497 | $2,158+62.1% | $2,721+28.5% | $2,631+32.9% |
| Participant deferral / active EE | $5,229 | $3,030+72.6% | $4,175+25.2% | $4,212+24.2% |
| Admin fee / account holder | $945 | $4,863-80.6% | $5,349-82.3% | $7,344-87.1% |