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 | $238,387 | $215,361+10.7% | $171,082+39.3% | $273,961-13.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.59% | 25.14%-23.6pp | 32.56%-31.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $13,771 | $4,967+177.3% | $4,002+244.1% | $4,869+182.8% |
| Participant deferral / active EE | $8,543 | $5,543+54.1% | $4,797+78.1% | $5,287+61.6% |
| Admin fee / account holder | $7,212 | $10,846-33.5% | $8,520-15.3% | $10,132-28.8% |