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 | $113,696 | $96,484+17.8% | $75,886+49.8% | $152,861-25.6% |
| Participation rate | 84.2% | 76.2%+8.0pp | 69.3%+14.9pp | 82.4%+1.8pp |
| Annual return | 24.22% | 33.98%-9.8pp | 30.76%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,238 | $3,309-32.4% | $2,500-10.5% | $4,762-53.0% |
| Participant deferral / active EE | $4,252 | $4,553-6.6% | $3,603+18.0% | $5,850-27.3% |
| Admin fee / account holder | $2,224 | $8,078-72.5% | $5,418-59.0% | $11,596-80.8% |