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 | $87,360 | $78,422+11.4% | $95,952-9.0% | $79,858+9.4% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 15.06% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,145 | $1,945-41.1% | $2,541-54.9% | $2,471-53.6% |
| Participant deferral / active EE | $3,232 | $3,440-6.0% | $4,167-22.4% | $3,740-13.6% |
| Admin fee / account holder | $5,266 | $5,622-6.3% | $6,795-22.5% | $5,306-0.8% |