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 | $107,928 | $96,484+11.9% | $75,886+42.2% | $152,861-29.4% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 22.57% | 33.98%-11.4pp | 30.76%-8.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,289 | $3,309-61.0% | $2,500-48.4% | $4,762-72.9% |
| Participant deferral / active EE | $1,761 | $4,553-61.3% | $3,603-51.1% | $5,850-69.9% |
| Admin fee / account holder | $872 | $8,078-89.2% | $5,418-83.9% | $11,596-92.5% |