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 | $99,727 | $78,672+26.8% | $109,143-8.6% | $85,850+16.2% |
| Participation rate | 78.1% | 68.3%+9.9pp | 75.9%+2.2pp | 69.3%+8.8pp |
| Annual return | 13.15% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,126 | $2,735-22.3% | $3,722-42.9% | $2,565-17.1% |
| Participant deferral / active EE | $2,979 | $3,467-14.1% | $4,653-36.0% | $3,952-24.6% |
| Admin fee / account holder | $4,943 | $5,469-9.6% | $6,752-26.8% | $6,260-21.0% |