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 | $141,113 | $110,261+28.0% | $95,745+47.4% | $139,434+1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.63% | 27.11%-18.5pp | 28.35%-19.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $5,625 | $3,257+72.7% | $2,835+98.4% | $4,751+18.4% |
| Participant deferral / active EE | $6,292 | $4,676+34.6% | $4,245+48.2% | $6,710-6.2% |
| Admin fee / account holder | $16,254 | $6,613+145.8% | $5,678+186.3% | $11,403+42.6% |