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 | $98,075 | $89,355+9.8% | $141,162-30.5% | $72,985+34.4% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 21.43% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,700 | $3,114-45.4% | $4,735-64.1% | $2,440-30.3% |
| Participant deferral / active EE | $3,646 | $5,418-32.7% | $6,709-45.7% | $3,607+1.1% |
| Admin fee / account holder | $1,143 | $5,958-80.8% | $10,261-88.9% | $5,124-77.7% |