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 | $67,994 | $98,750-31.1% | $149,696-54.6% | $79,858-14.9% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 18.91% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $6,493 | $3,216+101.9% | $4,644+39.8% | $2,471+162.8% |
| Participant deferral / active EE | $6,374 | $5,680+12.2% | $6,842-6.8% | $3,740+70.4% |
| Admin fee / account holder | $2,051 | $6,053-66.1% | $9,309-78.0% | $5,306-61.3% |