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 | $99,779 | $48,230+106.9% | $67,502+47.8% | $80,856+23.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.33% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,497 | $2,020+172.2% | $2,731+101.3% | $2,755+99.5% |
| Participant deferral / active EE | $1,988 | $2,924-32.0% | $4,000-50.3% | $4,296-53.7% |
| Admin fee / account holder | $30,592 | $3,681+731.0% | $3,998+665.3% | $6,918+342.2% |