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 | $64,771 | $48,230+34.3% | $67,502-4.0% | $80,856-19.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.97% | 18.28%-2.3pp | 3512.12%-3496.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,866 | $2,020+41.9% | $2,731+4.9% | $2,755+4.0% |
| Participant deferral / active EE | $1,682 | $2,924-42.5% | $4,000-58.0% | $4,296-60.9% |
| Admin fee / account holder | $1,722 | $3,681-53.2% | $3,998-56.9% | $6,918-75.1% |