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 | $115,664 | $91,037+27.1% | $71,671+61.4% | $147,584-21.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.17% | 20.48%-2.3pp | 20.65%-2.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,939 | $3,327-11.7% | $2,460+19.5% | $4,876-39.7% |
| Participant deferral / active EE | $5,410 | $4,498+20.3% | $3,438+57.4% | $5,439-0.5% |
| Admin fee / account holder | $11,415 | $8,613+32.5% | $5,558+105.4% | $10,885+4.9% |