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 | $70,279 | $63,764+10.2% | $81,930-14.2% | $79,858-12.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.34% | 22.66%-12.3pp | 29.49%-19.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,121 | $1,795+18.1% | $4,310-50.8% | $2,471-14.2% |
| Participant deferral / active EE | $2,006 | $2,780-27.9% | $7,107-71.8% | $3,740-46.4% |
| Admin fee / account holder | $887 | $4,426-80.0% | $5,158-82.8% | $5,306-83.3% |