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 | $79,479 | $63,346+25.5% | $92,233-13.8% | $70,131+13.3% |
| Participation rate | 90.6% | 68.7%+22.0pp | 76.5%+14.1pp | 69.5%+21.1pp |
| Annual return | 17.30% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,644 | $2,471+47.5% | $3,679-1.0% | $2,342+55.6% |
| Participant deferral / active EE | $4,318 | $2,854+51.3% | $3,897+10.8% | $3,332+29.6% |
| Admin fee / account holder | $1,657 | $3,840-56.9% | $5,194-68.1% | $4,645-64.3% |