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 | $77,572 | $91,552-15.3% | $133,956-42.1% | $79,858-2.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 22.96% | 61.85%-38.9pp | 45.09%-22.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $6,080 | $2,384+155.1% | $3,919+55.1% | $2,471+146.1% |
| Participant deferral / active EE | $7,483 | $3,733+100.4% | $5,048+48.3% | $3,740+100.1% |
| Admin fee / account holder | $2,779 | $6,321-56.0% | $8,927-68.9% | $5,306-47.6% |