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 9-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 | $103,795 | $94,338+10.0% | $100,534+3.2% | $142,382-27.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.53% | 29.20%-16.7pp | 32.66%-20.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,232 | $4,237+47.1% | $4,346+43.4% | $4,299+45.0% |
| Participant deferral / active EE | $3,945 | $5,934-33.5% | $6,144-35.8% | $6,507-39.4% |
| Admin fee / account holder | $2,647 | $8,421-68.6% | $7,654-65.4% | $12,624-79.0% |