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 | $130,634 | $76,552+70.6% | $123,892+5.4% | $62,891+107.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,994 | $2,883-30.8% | $4,617-56.8% | $2,281-12.6% |
| Participant deferral / active EE | $8,887 | $4,840+83.6% | $5,984+48.5% | $3,203+177.5% |
| Admin fee / account holder | $4,513 | $4,826-6.5% | $8,357-46.0% | $4,296+5.1% |