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 | $69,750 | $63,355+10.1% | $91,989-24.2% | $72,985-4.4% |
| Participation rate | 83.7% | 72.5%+11.2pp | 78.6%+5.0pp | 69.5%+14.2pp |
| Annual return | 26.95% | 35.35%-8.4pp | 69.02%-42.1pp | 81.00%-54.1pp |
| Employer contribution / active EE | $7,187 | $2,116+239.7% | $3,452+108.2% | $2,440+194.6% |
| Participant deferral / active EE | $12,908 | $4,883+164.3% | $5,923+117.9% | $3,607+257.8% |
| Admin fee / account holder | $6,423 | $4,668+37.6% | $7,743-17.0% | $5,124+25.3% |