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 | $91,186 | $73,933+23.3% | $96,683-5.7% | $75,163+21.3% |
| Participation rate | 90.6% | 66.4%+24.1pp | 74.3%+16.2pp | 67.2%+23.4pp |
| Annual return | 17.55% | 26.70%-9.2pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,420 | $2,928+16.8% | $3,737-8.5% | $2,670+28.1% |
| Participant deferral / active EE | $7,623 | $3,659+108.4% | $4,878+56.3% | $4,125+84.8% |
| Admin fee / account holder | $3,949 | $5,216-24.3% | $6,730-41.3% | $5,651-30.1% |