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 | $62,390 | $77,899-19.9% | $149,673-58.3% | $75,163-17.0% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.1pp |
| Annual return | 16.06% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,639 | $3,137+79.7% | $4,818+17.0% | $2,670+111.2% |
| Participant deferral / active EE | $3,478 | $3,411+2.0% | $5,680-38.8% | $4,125-15.7% |
| Admin fee / account holder | $1,509 | $5,956-74.7% | $13,210-88.6% | $5,651-73.3% |