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 | $85,455 | $63,346+34.9% | $92,233-7.3% | $70,131+21.9% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 12.76% | 530.12%-517.4pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,018 | $2,471-58.8% | $3,679-72.3% | $2,342-56.5% |
| Participant deferral / active EE | $3,454 | $2,854+21.0% | $3,897-11.4% | $3,332+3.7% |
| Admin fee / account holder | $444 | $3,840-88.4% | $5,194-91.4% | $4,645-90.4% |