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 | $126,858 | $103,376+22.7% | $87,100+45.6% | $152,861-17.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.51% | 28.10%+1.4pp | 28.19%+1.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $2,135 | $3,220-33.7% | $2,521-15.3% | $4,762-55.2% |
| Participant deferral / active EE | $2,691 | $4,778-43.7% | $4,049-33.5% | $5,850-54.0% |
| Admin fee / account holder | $2,651 | $12,205-78.3% | $7,497-64.6% | $11,596-77.1% |