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 | $102,807 | $101,069+1.7% | $81,478+26.2% | $147,584-30.3% |
| Participation rate | 95.8% | 74.5%+21.4pp | 68.0%+27.9pp | 82.8%+13.0pp |
| Annual return | 13.60% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,460 | $3,205+8.0% | $2,568+34.8% | $4,876-29.0% |
| Participant deferral / active EE | $4,160 | $4,242-1.9% | $3,537+17.6% | $5,439-23.5% |
| Admin fee / account holder | $13,819 | $5,812+137.8% | $4,561+203.0% | $10,885+26.9% |