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 | $65,039 | $51,175+27.1% | $70,515-7.8% | $75,163-13.5% |
| Participation rate | 79.6% | 60.9%+18.7pp | 68.3%+11.2pp | 67.2%+12.4pp |
| Annual return | 14.61% | 30.02%-15.4pp | 32.77%-18.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,058 | $1,826+12.7% | $2,973-30.8% | $2,670-22.9% |
| Participant deferral / active EE | $4,926 | $2,849+72.9% | $4,567+7.9% | $4,125+19.4% |
| Admin fee / account holder | $5,919 | $4,091+44.7% | $6,412-7.7% | $5,651+4.7% |