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 | $78,808 | $93,571-15.8% | $135,903-42.0% | $75,163+4.8% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 32.30% | 30.90%+1.4pp | 68.23%-35.9pp | 160.62%-128.3pp |
| Employer contribution / active EE | $6,553 | $3,537+85.3% | $4,856+34.9% | $2,670+145.5% |
| Participant deferral / active EE | $14,316 | $6,404+123.5% | $7,758+84.5% | $4,125+247.0% |
| Admin fee / account holder | $10,749 | $6,975+54.1% | $10,762-0.1% | $5,651+90.2% |