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 | $107,327 | $70,428+52.4% | $96,562+11.1% | $85,850+25.0% |
| Participation rate | 76.7% | 61.8%+14.9pp | 69.8%+6.9pp | 69.3%+7.4pp |
| Annual return | 20.49% | 18.59%+1.9pp | 37.78%-17.3pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,257 | $1,413-11.0% | $2,356-46.6% | $2,565-51.0% |
| Participant deferral / active EE | $2,740 | $2,894-5.3% | $3,849-28.8% | $3,952-30.7% |
| Admin fee / account holder | $7,448 | $4,997+49.1% | $6,181+20.5% | $6,260+19.0% |