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 | $95,687 | $57,541+66.3% | $95,745-0.1% | $75,163+27.3% |
| Participation rate | 96.0% | 62.5%+33.5pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 14.52% | 34.93%-20.4pp | 28.35%-13.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,072 | $1,808+125.2% | $2,835+43.6% | $2,670+52.5% |
| Participant deferral / active EE | $5,634 | $3,074+83.3% | $4,245+32.7% | $4,125+36.6% |
| Admin fee / account holder | $32,315 | $4,099+688.5% | $5,678+469.2% | $5,651+471.9% |