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 | $112,665 | $71,883+56.7% | $86,677+30.0% | $68,494+64.5% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -15.23% | 3.52%-18.8pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,231 | $2,173+48.7% | $2,836+13.9% | $2,596+24.4% |
| Participant deferral / active EE | $5,227 | $3,779+38.3% | $4,656+12.3% | $4,027+29.8% |
| Admin fee / account holder | $7,333 | $6,112+20.0% | $7,493-2.1% | $5,403+35.7% |