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 | $139,959 | $111,754+25.2% | $103,333+35.4% | $145,922-4.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 13.69% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,000 | $4,212+42.4% | $3,868+55.1% | $4,660+28.8% |
| Participant deferral / active EE | $7,483 | $5,619+33.2% | $5,057+48.0% | $6,688+11.9% |
| Admin fee / account holder | $3,617 | $9,750-62.9% | $8,355-56.7% | $13,397-73.0% |