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 | $97,914 | $60,022+63.1% | $88,946+10.1% | $84,808+15.5% |
| Participation rate | 91.9% | 57.8%+34.1pp | 68.8%+23.0pp | 68.3%+23.6pp |
| Annual return | 14.90% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,900 | $1,703+187.8% | $2,555+91.8% | $2,631+86.2% |
| Participant deferral / active EE | $8,266 | $3,114+165.5% | $4,581+80.4% | $4,212+96.3% |
| Admin fee / account holder | $13,209 | $4,811+174.6% | $8,261+59.9% | $7,344+79.9% |