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 | $86,968 | $77,634+12.0% | $156,549-44.4% | $62,891+38.3% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 10.32% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $11,467 | $3,444+233.0% | $5,501+108.5% | $2,281+402.8% |
| Participant deferral / active EE | $2,151 | $3,045-29.4% | $4,871-55.8% | $3,203-32.9% |
| Admin fee / account holder | $5,422 | $5,561-2.5% | $13,027-58.4% | $4,296+26.2% |