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 | $98,359 | $88,672+10.9% | $105,223-6.5% | $82,448+19.3% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 19.44% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $6,330 | $3,048+107.7% | $3,689+71.6% | $2,551+148.2% |
| Participant deferral / active EE | $3,606 | $4,036-10.6% | $5,072-28.9% | $4,139-12.9% |
| Admin fee / account holder | $6,632 | $7,146-7.2% | $8,859-25.1% | $7,234-8.3% |