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 | $94,637 | $85,202+11.1% | $172,739-45.2% | $72,985+29.7% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 24.07% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,287 | $3,324-61.3% | $5,143-75.0% | $2,440-47.3% |
| Participant deferral / active EE | $5,379 | $3,260+65.0% | $5,198+3.5% | $3,607+49.1% |
| Admin fee / account holder | $4,474 | $5,884-24.0% | $13,954-67.9% | $5,124-12.7% |