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 | $67,285 | $45,073+49.3% | $69,455-3.1% | $72,985-7.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 42.71% | 22.65%+20.1pp | 28.97%+13.7pp | 81.00%-38.3pp |
| Employer contribution / active EE | $6,469 | $2,054+214.9% | $2,779+132.8% | $2,440+165.1% |
| Participant deferral / active EE | $7,682 | $2,602+195.3% | $3,535+117.3% | $3,607+112.9% |
| Admin fee / account holder | $1,894 | $3,056-38.0% | $3,839-50.7% | $5,124-63.0% |