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 5-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 | $123,227 | $107,452+14.7% | $91,541+34.6% | $142,382-13.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.45% | 22.06%-8.6pp | 20.50%-7.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,597 | $2,994+187.1% | $2,505+243.3% | $4,299+100.0% |
| Participant deferral / active EE | $18,257 | $4,754+284.0% | $4,008+355.5% | $6,507+180.6% |
| Admin fee / account holder | $1,649 | $8,834-81.3% | $6,956-76.3% | $12,624-86.9% |