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 | $121,693 | $95,266+27.7% | $82,389+47.7% | $142,382-14.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.51% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,134 | $2,991-28.7% | $2,517-15.2% | $4,299-50.4% |
| Participant deferral / active EE | $5,541 | $4,809+15.2% | $4,155+33.4% | $6,507-14.8% |
| Admin fee / account holder | $4,951 | $8,563-42.2% | $7,231-31.5% | $12,624-60.8% |