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 | $117,768 | $94,625+24.5% | $116,228+1.3% | $84,808+38.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.13% | 20.40%-5.3pp | 90.06%-74.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,134 | $2,347+33.6% | $2,994+4.7% | $2,631+19.1% |
| Participant deferral / active EE | $8,878 | $3,972+123.5% | $4,953+79.2% | $4,212+110.8% |
| Admin fee / account holder | $9,006 | $10,091-10.8% | $11,989-24.9% | $7,344+22.6% |