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 | $106,469 | $67,606+57.5% | $82,313+29.3% | $70,131+51.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 54.43% | 21.57%+32.9pp | 25.88%+28.6pp | 73.14%-18.7pp |
| Employer contribution / active EE | $2,715 | $1,755+54.7% | $2,428+11.8% | $2,342+15.9% |
| Participant deferral / active EE | $5,473 | $2,987+83.2% | $3,706+47.7% | $3,332+64.3% |
| Admin fee / account holder | $34,880 | $4,512+673.0% | $5,608+522.0% | $4,645+650.9% |