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 | $125,761 | $89,355+40.7% | $141,162-10.9% | $72,985+72.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 27.00% | 111.85%-84.8pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,616 | $3,114+16.1% | $4,735-23.6% | $2,440+48.2% |
| Participant deferral / active EE | $7,813 | $5,418+44.2% | $6,709+16.4% | $3,607+116.6% |
| Admin fee / account holder | $12,751 | $5,958+114.0% | $10,261+24.3% | $5,124+148.8% |