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 | $98,721 | $65,365+51.0% | $92,893+6.3% | $72,985+35.3% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.0%+19.4pp | 69.5%+26.0pp |
| Annual return | 25.84% | 42.10%-16.3pp | 109.41%-83.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $10,839 | $2,594+317.8% | $3,653+196.7% | $2,440+344.2% |
| Participant deferral / active EE | $8,694 | $3,128+177.9% | $4,236+105.2% | $3,607+141.0% |
| Admin fee / account holder | $1,761 | $4,251-58.6% | $5,794-69.6% | $5,124-65.6% |