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 | $77,443 | $54,705+41.6% | $71,209+8.8% | $84,808-8.7% |
| Participation rate | 93.5% | 64.1%+29.5pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 40.57% | 35.90%+4.7pp | 282.51%-241.9pp | 40.90%-0.3pp |
| Employer contribution / active EE | $3,837 | $2,158+77.8% | $2,721+41.0% | $2,631+45.9% |
| Participant deferral / active EE | $10,860 | $3,030+258.4% | $4,175+160.1% | $4,212+157.9% |
| Admin fee / account holder | $14,377 | $4,863+195.6% | $5,349+168.8% | $7,344+95.8% |