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 | $113,003 | $103,376+9.3% | $87,100+29.7% | $152,861-26.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.52% | 28.10%-12.6pp | 28.19%-12.7pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,658 | $3,220+13.6% | $2,521+45.1% | $4,762-23.2% |
| Participant deferral / active EE | $4,966 | $4,778+3.9% | $4,049+22.7% | $5,850-15.1% |
| Admin fee / account holder | $3,599 | $12,205-70.5% | $7,497-52.0% | $11,596-69.0% |