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 | $85,568 | $53,127+61.1% | $86,590-1.2% | $70,131+22.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.80% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,877 | $2,068+135.8% | $2,839+71.8% | $2,342+108.2% |
| Participant deferral / active EE | $4,045 | $2,696+50.0% | $3,609+12.1% | $3,332+21.4% |
| Admin fee / account holder | $8,548 | $3,585+138.4% | $4,906+74.2% | $4,645+84.0% |