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 8-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 | $109,955 | $102,966+6.8% | $90,281+21.8% | $152,861-28.1% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 11.84% | 95.16%-83.3pp | 78.10%-66.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $3,495 | $3,139+11.3% | $2,854+22.4% | $4,762-26.6% |
| Participant deferral / active EE | $4,013 | $4,281-6.3% | $3,885+3.3% | $5,850-31.4% |
| Admin fee / account holder | $3,903 | $6,171-36.8% | $5,351-27.1% | $11,596-66.3% |