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 | $137,784 | $70,428+95.6% | $96,562+42.7% | $85,850+60.5% |
| Participation rate | 84.0% | 61.8%+22.2pp | 69.8%+14.2pp | 69.3%+14.7pp |
| Annual return | 12.67% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,295 | $1,413-8.3% | $2,356-45.0% | $2,565-49.5% |
| Participant deferral / active EE | $3,814 | $2,894+31.8% | $3,849-0.9% | $3,952-3.5% |
| Admin fee / account holder | $10,320 | $4,997+106.5% | $6,181+67.0% | $6,260+64.9% |