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 | $73,246 | $203,436-64.0% | $152,466-52.0% | $167,490-56.3% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.2%+10.7pp | 82.1%+6.8pp |
| Annual return | 9.39% | 13.80%-4.4pp | 757.33%-747.9pp | 478.56%-469.2pp |
| Employer contribution / active EE | $5,614 | $5,220+7.5% | $4,327+29.8% | $4,837+16.1% |
| Participant deferral / active EE | $4,357 | $6,716-35.1% | $5,820-25.1% | $6,341-31.3% |
| Admin fee / account holder | $2,924 | $22,506-87.0% | $15,805-81.5% | $12,309-76.2% |