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 | $131,591 | $104,251+26.2% | $91,001+44.6% | $147,584-10.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.97% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,106 | $3,116-32.4% | $2,456-14.2% | $4,876-56.8% |
| Participant deferral / active EE | $5,022 | $4,195+19.7% | $3,547+41.6% | $5,439-7.7% |
| Admin fee / account holder | $6,965 | $8,948-22.2% | $5,417+28.6% | $10,885-36.0% |