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 | $81,171 | $54,762+48.2% | $90,281-10.1% | $72,985+11.2% |
| Participation rate | 97.0% | 65.1%+31.8pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 24.19% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $4,984 | $2,092+138.2% | $2,854+74.6% | $2,440+104.3% |
| Participant deferral / active EE | $6,661 | $2,887+130.7% | $3,885+71.4% | $3,607+84.7% |
| Admin fee / account holder | $786 | $3,972-80.2% | $5,351-85.3% | $5,124-84.7% |