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 | $57,590+64.9% | $86,233+10.1% | $82,448+15.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 26.03% | 22.41%+3.6pp | 61.39%-35.4pp | 41.64%-15.6pp |
| Employer contribution / active EE | $5,857 | $1,655+253.8% | $2,504+133.9% | $2,551+129.6% |
| Participant deferral / active EE | $11,523 | $3,080+274.1% | $4,559+152.8% | $4,139+178.4% |
| Admin fee / account holder | $4,532 | $4,730-4.2% | $8,342-45.7% | $7,234-37.4% |