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 | $82,722 | $77,899+6.2% | $149,673-44.7% | $75,163+10.1% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 26.77% | 31.72%-4.9pp | 134.42%-107.6pp | 160.62%-133.8pp |
| Employer contribution / active EE | $4,634 | $3,137+47.7% | $4,818-3.8% | $2,670+73.6% |
| Participant deferral / active EE | $7,361 | $3,411+115.8% | $5,680+29.6% | $4,125+78.4% |
| Admin fee / account holder | $2,033 | $5,956-65.9% | $13,210-84.6% | $5,651-64.0% |