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 | $78,419 | $65,041+20.6% | $90,951-13.8% | $79,858-1.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.97% | 30.45%-19.5pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $5,138 | $1,247+311.9% | $2,122+142.1% | $2,471+107.9% |
| Participant deferral / active EE | $2,434 | $2,512-3.1% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $1,413 | $4,536-68.8% | $5,959-76.3% | $5,306-73.4% |