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 | $92,679 | $135,952-31.8% | $123,892-25.2% | $273,961-66.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 16.64% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $15,355 | $5,170+197.0% | $4,617+232.6% | $4,869+215.4% |
| Participant deferral / active EE | $17,891 | $6,343+182.1% | $5,984+199.0% | $5,287+238.4% |
| Admin fee / account holder | $1,128 | $9,817-88.5% | $8,357-86.5% | $10,132-88.9% |