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 | $98,400 | $62,586+57.2% | $76,768+28.2% | $64,186+53.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -3.69% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,772 | $1,832+160.5% | $2,485+92.0% | $2,381+100.4% |
| Participant deferral / active EE | $3,014 | $3,145-4.2% | $3,852-21.7% | $3,470-13.1% |
| Admin fee / account holder | $993 | $4,667-78.7% | $6,675-85.1% | $4,888-79.7% |