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 | $88,439 | $56,110+57.6% | $94,993-6.9% | $70,131+26.1% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.9%+18.4pp | 69.5%+22.8pp |
| Annual return | 19.46% | 51.02%-31.6pp | 27.12%-7.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,031 | $1,442+110.2% | $2,603+16.4% | $2,342+29.4% |
| Participant deferral / active EE | $5,747 | $2,391+140.3% | $3,317+73.3% | $3,332+72.5% |
| Admin fee / account holder | $4,053 | $3,456+17.3% | $4,960-18.3% | $4,645-12.7% |