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 | $94,737 | $53,127+78.3% | $86,590+9.4% | $70,131+35.1% |
| Participation rate | 72.0% | 65.3%+6.7pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 22.04% | 27.66%-5.6pp | 964.84%-942.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $9,050 | $2,068+337.6% | $2,839+218.7% | $2,342+286.4% |
| Participant deferral / active EE | $6,293 | $2,696+133.4% | $3,609+74.4% | $3,332+88.9% |
| Admin fee / account holder | $554 | $3,585-84.5% | $4,906-88.7% | $4,645-88.1% |