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 | $92,510 | $85,022+8.8% | $70,515+31.2% | $139,434-33.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.01% | 30.38%-15.4pp | 32.77%-17.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,658 | $3,909-32.0% | $2,973-10.6% | $4,751-44.1% |
| Participant deferral / active EE | $3,249 | $5,890-44.9% | $4,567-28.9% | $6,710-51.6% |
| Admin fee / account holder | $1,255 | $8,906-85.9% | $6,412-80.4% | $11,403-89.0% |