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 7-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 | $111,131 | $97,125+14.4% | $86,233+28.9% | $137,256-19.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.71% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,186 | $2,841+117.7% | $2,504+147.0% | $4,156+48.8% |
| Participant deferral / active EE | $10,539 | $5,180+103.5% | $4,559+131.2% | $6,407+64.5% |
| Admin fee / account holder | $426 | $9,725-95.6% | $8,342-94.9% | $12,270-96.5% |