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 | $136,716 | $101,069+35.3% | $81,478+67.8% | $147,584-7.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.22% | 32.40%-19.2pp | 38.78%-25.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,229 | $3,205-30.5% | $2,568-13.2% | $4,876-54.3% |
| Participant deferral / active EE | $8,686 | $4,242+104.8% | $3,537+145.6% | $5,439+59.7% |
| Admin fee / account holder | $7,447 | $5,812+28.1% | $4,561+63.3% | $10,885-31.6% |