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 | $125,981 | $110,257+14.3% | $96,544+30.5% | $139,434-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.81% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,496 | $3,620-31.1% | $2,965-15.8% | $4,751-47.5% |
| Participant deferral / active EE | $4,120 | $5,548-25.7% | $4,851-15.1% | $6,710-38.6% |
| Admin fee / account holder | $5,014 | $11,591-56.7% | $8,252-39.2% | $11,403-56.0% |