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 | $55,143 | $57,065-3.4% | $75,670-27.1% | $70,131-21.4% |
| Participation rate | 77.4% | 68.1%+9.3pp | 72.3%+5.1pp | 69.5%+7.9pp |
| Annual return | 15.22% | 23.57%-8.3pp | 27.34%-12.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,394 | $1,817+31.8% | $2,352+1.8% | $2,342+2.2% |
| Participant deferral / active EE | $5,303 | $2,580+105.6% | $3,142+68.7% | $3,332+59.2% |
| Admin fee / account holder | $2,676 | $3,825-30.0% | $5,800-53.9% | $4,645-42.4% |