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 | $99,052 | $81,460+21.6% | $103,333-4.1% | $80,856+22.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.72% | 25.55%-2.8pp | 24.88%-2.2pp | 35.59%-12.9pp |
| Employer contribution / active EE | $6,250 | $3,105+101.3% | $3,868+61.6% | $2,755+126.9% |
| Participant deferral / active EE | $5,554 | $3,869+43.6% | $5,057+9.8% | $4,296+29.3% |
| Admin fee / account holder | $21,008 | $6,566+219.9% | $8,355+151.5% | $6,918+203.7% |