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 | $115,420 | $80,968+42.6% | $96,544+19.6% | $75,163+53.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.28% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,212 | $2,282-46.9% | $2,965-59.1% | $2,670-54.6% |
| Participant deferral / active EE | $2,847 | $3,928-27.5% | $4,851-41.3% | $4,125-31.0% |
| Admin fee / account holder | $8,456 | $6,724+25.7% | $8,252+2.5% | $5,651+49.6% |