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 | $128,960 | $81,248+58.7% | $155,509-17.1% | $80,856+59.5% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+19.0pp | 67.6%+29.5pp |
| Annual return | 15.04% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $11,429 | $3,100+268.6% | $4,672+144.6% | $2,755+314.9% |
| Participant deferral / active EE | $9,494 | $3,452+175.1% | $5,626+68.7% | $4,296+121.0% |
| Admin fee / account holder | $1,734 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |