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 | $106,303 | $98,240+8.2% | $82,313+29.1% | $147,584-28.0% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 13.24% | 30.85%-17.6pp | 25.88%-12.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $4,912 | $3,192+53.9% | $2,428+102.3% | $4,876+0.7% |
| Participant deferral / active EE | $11,917 | $4,383+171.9% | $3,706+221.6% | $5,439+119.1% |
| Admin fee / account holder | $24,173 | $8,563+182.3% | $5,608+331.1% | $10,885+122.1% |