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 | $82,167 | $78,422+4.8% | $95,952-14.4% | $79,858+2.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,784 | $1,945+43.1% | $2,541+9.6% | $2,471+12.7% |
| Participant deferral / active EE | $2,891 | $3,440-16.0% | $4,167-30.6% | $3,740-22.7% |
| Admin fee / account holder | $3,386 | $5,622-39.8% | $6,795-50.2% | $5,306-36.2% |