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 | $69,896 | $57,354+21.9% | $83,848-16.6% | $64,186+8.9% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | 5.11% | 11.38%-6.3pp | 850.88%-845.8pp | 7.63%-2.5pp |
| Employer contribution / active EE | $14,151 | $2,545+456.0% | $3,631+289.7% | $2,381+494.4% |
| Participant deferral / active EE | $2,337 | $2,993-21.9% | $4,082-42.7% | $3,470-32.6% |
| Admin fee / account holder | $1,947 | $4,046-51.9% | $5,478-64.5% | $4,888-60.2% |