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 | $127,265 | $115,882+9.8% | $100,516+26.6% | $158,922-19.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.82% | 34.79%-25.0pp | 30.89%-21.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $9,295 | $4,103+126.6% | $3,418+172.0% | $4,761+95.2% |
| Participant deferral / active EE | $6,524 | $6,674-2.2% | $6,270+4.1% | $5,982+9.1% |
| Admin fee / account holder | $1,513 | $10,995-86.2% | $8,081-81.3% | $11,246-86.6% |