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 | $144,953 | $124,281+16.6% | $109,143+32.8% | $167,490-13.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.84% | 26.04%-2.2pp | 25.75%-1.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,422 | $4,207-66.2% | $3,722-61.8% | $4,837-70.6% |
| Participant deferral / active EE | $2,666 | $5,255-49.3% | $4,653-42.7% | $6,341-58.0% |
| Admin fee / account holder | $2,579 | $7,970-67.6% | $6,752-61.8% | $12,309-79.0% |