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 | $82,300 | $48,046+71.3% | $84,611-2.7% | $72,985+12.8% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 23.75% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $873 | $1,602-45.5% | $2,652-67.1% | $2,440-64.2% |
| Participant deferral / active EE | $6,502 | $2,680+142.6% | $3,899+66.8% | $3,607+80.2% |
| Admin fee / account holder | $3,205 | $3,395-5.6% | $4,912-34.8% | $5,124-37.5% |