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 7-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 | $105,609 | $85,022+24.2% | $70,515+49.8% | $139,434-24.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.78% | 30.38%-16.6pp | 32.77%-19.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,783 | $3,909-3.2% | $2,973+27.2% | $4,751-20.4% |
| Participant deferral / active EE | $11,628 | $5,890+97.4% | $4,567+154.6% | $6,710+73.3% |
| Admin fee / account holder | $1,137 | $8,906-87.2% | $6,412-82.3% | $11,403-90.0% |