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 | $64,873 | $88,707-26.9% | $74,183-12.6% | $273,961-76.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 67.95% | 11.94%+56.0pp | 17.74%+50.2pp | 41.45%+26.5pp |
| Employer contribution / active EE | $8,456 | $3,159+167.6% | $2,370+256.8% | $4,869+73.7% |
| Participant deferral / active EE | $7,758 | $4,212+84.2% | $3,550+118.5% | $5,287+46.7% |
| Admin fee / account holder | $400 | $8,717-95.4% | $5,586-92.8% | $10,132-96.0% |