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 | $113,462 | $85,766+32.3% | $136,294-16.8% | $70,131+61.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 20.78% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $5,097 | $2,966+71.8% | $4,695+8.5% | $2,342+117.6% |
| Participant deferral / active EE | $14,874 | $5,051+194.5% | $6,247+138.1% | $3,332+346.4% |
| Admin fee / account holder | $13,916 | $5,420+156.7% | $9,243+50.6% | $4,645+199.6% |