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 | $67,556 | $53,018+27.4% | $70,014-3.5% | $62,891+7.4% |
| Participation rate | 96.4% | 67.2%+29.2pp | 71.8%+24.6pp | 69.3%+27.1pp |
| Annual return | 25.14% | 13.35%+11.8pp | 12.99%+12.2pp | 20.14%+5.0pp |
| Employer contribution / active EE | $5,730 | $1,799+218.5% | $2,338+145.0% | $2,281+151.2% |
| Participant deferral / active EE | $3,562 | $2,395+48.7% | $2,931+21.5% | $3,203+11.2% |
| Admin fee / account holder | $5,397 | $3,690+46.3% | $4,380+23.2% | $4,296+25.6% |