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 | $58,910 | $84,233-30.1% | $170,442-65.4% | $70,131-16.0% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 18.50% | 23.06%-4.6pp | 205.93%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,505 | $3,387-26.0% | $5,433-53.9% | $2,342+7.0% |
| Participant deferral / active EE | $3,948 | $3,086+27.9% | $4,939-20.1% | $3,332+18.5% |
| Admin fee / account holder | $593 | $5,698-89.6% | $13,880-95.7% | $4,645-87.2% |