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 | $81,137 | $63,861+27.1% | $104,607-22.4% | $79,858+1.6% |
| Participation rate | 96.6% | 64.9%+31.6pp | 74.1%+22.5pp | 69.6%+26.9pp |
| Annual return | 14.59% | 21.30%-6.7pp | 340.46%-325.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,617 | $1,588+1.8% | $2,681-39.7% | $2,471-34.5% |
| Participant deferral / active EE | $5,649 | $2,693+109.7% | $3,740+51.1% | $3,740+51.0% |
| Admin fee / account holder | $1,774 | $4,185-57.6% | $6,473-72.6% | $5,306-66.6% |