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 | $141,836 | $110,261+28.6% | $95,745+48.1% | $139,434+1.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 72.3%+21.5pp | 80.3%+13.4pp |
| Annual return | 18.63% | 27.11%-8.5pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,018 | $3,257-7.4% | $2,835+6.5% | $4,751-36.5% |
| Participant deferral / active EE | $6,562 | $4,676+40.3% | $4,245+54.6% | $6,710-2.2% |
| Admin fee / account holder | $2,056 | $6,613-68.9% | $5,678-63.8% | $11,403-82.0% |