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 | $131,474 | $110,257+19.2% | $96,544+36.2% | $139,434-5.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.62% | 26.32%-9.7pp | 25.84%-9.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,654 | $3,620-26.7% | $2,965-10.5% | $4,751-44.1% |
| Participant deferral / active EE | $13,824 | $5,548+149.2% | $4,851+185.0% | $6,710+106.0% |
| Admin fee / account holder | $1,935 | $11,591-83.3% | $8,252-76.6% | $11,403-83.0% |