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 | $134,455 | $69,977+92.1% | $108,579+23.8% | $62,891+113.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.89% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $5,000 | $2,135+134.2% | $3,758+33.0% | $2,281+119.2% |
| Participant deferral / active EE | $2,422 | $3,165-23.5% | $4,311-43.8% | $3,203-24.4% |
| Admin fee / account holder | $7,775 | $5,076+53.2% | $7,645+1.7% | $4,296+81.0% |