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 | $87,989 | $48,364+81.9% | $71,796+22.6% | $62,891+39.9% |
| Participation rate | 92.9% | 60.6%+32.2pp | 69.1%+23.7pp | 69.3%+23.6pp |
| Annual return | 5.22% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $8,040 | $1,042+671.7% | $1,924+317.8% | $2,281+252.5% |
| Participant deferral / active EE | $1,133 | $2,091-45.8% | $2,794-59.5% | $3,203-64.6% |
| Admin fee / account holder | $11,618 | $3,771+208.1% | $4,815+141.3% | $4,296+170.5% |