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 | $61,330 | $84,233-27.2% | $170,442-64.0% | $70,131-12.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.99% | 23.06%-7.1pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,993 | $3,387-11.6% | $5,433-44.9% | $2,342+27.8% |
| Participant deferral / active EE | $5,306 | $3,086+71.9% | $4,939+7.4% | $3,332+59.3% |
| Admin fee / account holder | $1,958 | $5,698-65.6% | $13,880-85.9% | $4,645-57.9% |