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 | $51,238 | $46,553+10.1% | $64,056-20.0% | $75,163-31.8% |
| Participation rate | 90.6% | 65.9%+24.7pp | 72.3%+18.3pp | 67.2%+23.4pp |
| Annual return | 17.55% | 26.03%-8.5pp | 33.69%-16.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,309 | $1,974+169.0% | $2,747+93.3% | $2,670+98.8% |
| Participant deferral / active EE | $6,793 | $2,837+139.5% | $3,880+75.1% | $4,125+64.7% |
| Admin fee / account holder | $1,686 | $2,952-42.9% | $3,068-45.1% | $5,651-70.2% |