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 | $94,716 | $53,516+77.0% | $126,539-25.1% | $84,808+11.7% |
| Participation rate | 97.4% | 58.2%+39.1pp | 69.8%+27.6pp | 68.3%+29.1pp |
| Annual return | 23.24% | 58.34%-35.1pp | 425.95%-402.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $3,250 | $1,535+111.8% | $3,674-11.5% | $2,631+23.5% |
| Participant deferral / active EE | $7,610 | $2,671+184.9% | $4,083+86.4% | $4,212+80.7% |
| Admin fee / account holder | $5,701 | $4,497+26.8% | $6,065-6.0% | $7,344-22.4% |