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 | $82,523 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-69.9% |
| Participation rate | 95.8% | 74.1%+21.8pp | 68.4%+27.4pp | 83.0%+12.8pp |
| Annual return | 9.22% | 2.55%+6.7pp | 5.24%+4.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,878 | $2,350-20.1% | $1,844+1.9% | $4,869-61.4% |
| Participant deferral / active EE | $3,760 | $2,962+26.9% | $2,591+45.1% | $5,287-28.9% |
| Admin fee / account holder | $5,247 | $3,725+40.9% | $2,903+80.7% | $10,132-48.2% |