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 | $106,361 | $52,836+101.3% | $105,738+0.6% | $64,186+65.7% |
| Participation rate | 96.7% | 66.5%+30.1pp | 76.3%+20.3pp | 69.6%+27.1pp |
| Annual return | -4.64% | 14.30%-18.9pp | 6.27%-10.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,799 | $1,827-1.5% | $3,268-45.0% | $2,381-24.4% |
| Participant deferral / active EE | $2,998 | $2,545+17.8% | $4,080-26.5% | $3,470-13.6% |
| Admin fee / account holder | $1,227 | $3,959-69.0% | $6,913-82.2% | $4,888-74.9% |