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 | $99,365 | $81,460+22.0% | $103,333-3.8% | $80,856+22.9% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 21.74% | 25.55%-3.8pp | 24.88%-3.1pp | 35.59%-13.9pp |
| Employer contribution / active EE | $9,432 | $3,105+203.8% | $3,868+143.9% | $2,755+242.4% |
| Participant deferral / active EE | $7,487 | $3,869+93.5% | $5,057+48.0% | $4,296+74.3% |
| Admin fee / account holder | $4,344 | $6,566-33.8% | $8,355-48.0% | $6,918-37.2% |