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 | $93,622 | $61,789+51.5% | $97,167-3.6% | $80,874+15.8% |
| Participation rate | 92.9% | 63.5%+29.4pp | 72.7%+20.2pp | 67.6%+25.2pp |
| Annual return | 10.88% | -557.90%+568.8pp | 75.27%-64.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,147 | $1,837+16.9% | $2,729-21.3% | $2,756-22.1% |
| Participant deferral / active EE | $2,133 | $3,028-29.6% | $4,264-50.0% | $4,297-50.4% |
| Admin fee / account holder | $6,802 | $5,168+31.6% | $5,650+20.4% | $6,935-1.9% |