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 | $113,433 | $84,233+34.7% | $170,442-33.4% | $70,131+61.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.47% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,301 | $3,387-2.5% | $5,433-39.2% | $2,342+40.9% |
| Participant deferral / active EE | $3,897 | $3,086+26.3% | $4,939-21.1% | $3,332+17.0% |
| Admin fee / account holder | $1,426 | $5,698-75.0% | $13,880-89.7% | $4,645-69.3% |