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 | $94,237 | $45,035+109.3% | $62,995+49.6% | $70,131+34.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.42% | 18.76%-7.3pp | 87.57%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,848 | $2,051+38.9% | $2,759+3.2% | $2,342+21.6% |
| Participant deferral / active EE | $3,003 | $2,465+21.9% | $3,329-9.8% | $3,332-9.9% |
| Admin fee / account holder | $4,236 | $2,834+49.4% | $3,600+17.7% | $4,645-8.8% |