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 | $101,738 | $64,839+56.9% | $95,585+6.4% | $84,808+20.0% |
| Participation rate | 81.6% | 63.8%+17.8pp | 72.1%+9.5pp | 68.3%+13.3pp |
| Annual return | 15.14% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,528 | $1,759-13.1% | $2,527-39.5% | $2,631-41.9% |
| Participant deferral / active EE | $6,069 | $2,965+104.7% | $4,023+50.9% | $4,212+44.1% |
| Admin fee / account holder | $10,173 | $5,964+70.6% | $6,127+66.0% | $7,344+38.5% |