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 | $129,404 | $89,753+44.2% | $107,525+20.3% | $84,808+52.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 24.06% | 29.48%-5.4pp | 181.32%-157.3pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,061 | $3,113-1.7% | $3,754-18.4% | $2,631+16.4% |
| Participant deferral / active EE | $7,183 | $4,056+77.1% | $5,116+40.4% | $4,212+70.6% |
| Admin fee / account holder | $6,144 | $7,222-14.9% | $8,919-31.1% | $7,344-16.3% |