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 | $65,334 | $45,035+45.1% | $62,995+3.7% | $70,131-6.8% |
| Participation rate | 92.0% | 69.5%+22.5pp | 74.8%+17.2pp | 69.5%+22.5pp |
| Annual return | 16.19% | 18.76%-2.6pp | 87.57%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,568 | $2,051+73.9% | $2,759+29.3% | $2,342+52.3% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,310 | $2,834-18.5% | $3,600-35.8% | $4,645-50.3% |