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 | $100,234 | $57,016+75.8% | $84,966+18.0% | $80,856+24.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.92% | 21.66%-7.7pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,851 | $1,798+58.6% | $2,727+4.5% | $2,755+3.5% |
| Participant deferral / active EE | $8,720 | $3,110+180.4% | $4,519+93.0% | $4,296+103.0% |
| Admin fee / account holder | $2,790 | $4,980-44.0% | $6,149-54.6% | $6,918-59.7% |