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 | $114,793 | $92,222+24.5% | $76,768+49.5% | $135,375-15.2% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | 23.63% | 5.46%+18.2pp | 2.43%+21.2pp | 519.73%-496.1pp |
| Employer contribution / active EE | $2,322 | $3,216-27.8% | $2,485-6.6% | $4,779-51.4% |
| Participant deferral / active EE | $8,370 | $4,509+85.6% | $3,852+117.3% | $5,609+49.2% |
| Admin fee / account holder | $971 | $10,748-91.0% | $6,675-85.5% | $10,827-91.0% |