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 | $109,526 | $107,334+2.0% | $92,893+17.9% | $152,861-28.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.62% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,354 | $4,221-44.2% | $3,653-35.6% | $4,762-50.6% |
| Participant deferral / active EE | $12,957 | $4,845+167.4% | $4,236+205.9% | $5,850+121.5% |
| Admin fee / account holder | $1,781 | $7,079-74.8% | $5,794-69.3% | $11,596-84.6% |