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 | $114,841 | $54,762+109.7% | $90,281+27.2% | $72,985+57.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.72% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $10,957 | $2,092+423.6% | $2,854+283.9% | $2,440+349.1% |
| Participant deferral / active EE | $3,823 | $2,887+32.4% | $3,885-1.6% | $3,607+6.0% |
| Admin fee / account holder | $4,342 | $3,972+9.3% | $5,351-18.9% | $5,124-15.3% |