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 5-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 | $103,358 | $89,753+15.2% | $107,525-3.9% | $84,808+21.9% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 18.07% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,465 | $3,113+11.3% | $3,754-7.7% | $2,631+31.7% |
| Participant deferral / active EE | $5,340 | $4,056+31.7% | $5,116+4.4% | $4,212+26.8% |
| Admin fee / account holder | $6,286 | $7,222-13.0% | $8,919-29.5% | $7,344-14.4% |