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 | $94,973 | $60,022+58.2% | $88,946+6.8% | $84,808+12.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 26.03% | 22.43%+3.6pp | 57.82%-31.8pp | 40.90%-14.9pp |
| Employer contribution / active EE | $5,857 | $1,703+244.0% | $2,555+129.2% | $2,631+122.6% |
| Participant deferral / active EE | $11,523 | $3,114+270.1% | $4,581+151.5% | $4,212+173.6% |
| Admin fee / account holder | $4,532 | $4,811-5.8% | $8,261-45.1% | $7,344-38.3% |