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 | $122,977 | $78,672+56.3% | $109,143+12.7% | $85,850+43.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.95% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,036 | $2,735+11.0% | $3,722-18.4% | $2,565+18.3% |
| Participant deferral / active EE | $7,817 | $3,467+125.5% | $4,653+68.0% | $3,952+97.8% |
| Admin fee / account holder | $2,288 | $5,469-58.2% | $6,752-66.1% | $6,260-63.4% |