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 | $86,625 | $48,230+79.6% | $67,502+28.3% | $80,856+7.1% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.6%+20.5pp |
| Annual return | 19.21% | 18.28%+0.9pp | 3512.12%-3492.9pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,919 | $2,020-5.0% | $2,731-29.7% | $2,755-30.3% |
| Participant deferral / active EE | $5,250 | $2,924+79.6% | $4,000+31.3% | $4,296+22.2% |
| Admin fee / account holder | $4,141 | $3,681+12.5% | $3,998+3.6% | $6,918-40.1% |