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 3-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 | $64,782 | $106,749-39.3% | $145,433-55.5% | $82,448-21.4% |
| Participation rate | 93.6% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 48.58% | 27.59%+21.0pp | 66.58%-18.0pp | 41.64%+6.9pp |
| Employer contribution / active EE | $10,357 | $3,444+200.7% | $4,554+127.4% | $2,551+306.0% |
| Participant deferral / active EE | $17,039 | $6,519+161.4% | $7,897+115.8% | $4,139+311.6% |
| Admin fee / account holder | $5,040 | $8,390-39.9% | $13,129-61.6% | $7,234-30.3% |