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 | $98,815 | $65,703+50.4% | $94,224+4.9% | $59,632+65.7% |
| Participation rate | 93.5% | 72.1%+21.4pp | 78.8%+14.8pp | 68.7%+24.9pp |
| Annual return | 0.37% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,677 | $2,021+32.5% | $3,587-25.3% | $2,203+21.6% |
| Participant deferral / active EE | $4,604 | $3,143+46.5% | $4,320+6.6% | $3,192+44.2% |
| Admin fee / account holder | $21,344 | $4,264+400.5% | $6,269+240.5% | $4,297+396.7% |