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 | $91,835 | $78,705+16.7% | $117,854-22.1% | $70,131+30.9% |
| Participation rate | 79.4% | 73.2%+6.2pp | 79.7%-0.3pp | 69.5%+9.9pp |
| Annual return | 32.89% | 23.30%+9.6pp | 335.08%-302.2pp | 73.14%-40.2pp |
| Employer contribution / active EE | $3,229 | $2,223+45.2% | $3,786-14.7% | $2,342+37.8% |
| Participant deferral / active EE | $6,660 | $3,297+102.0% | $4,482+48.6% | $3,332+99.9% |
| Admin fee / account holder | $3,307 | $5,065-34.7% | $8,020-58.8% | $4,645-28.8% |