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 | $124,604 | $103,376+20.5% | $87,100+43.1% | $152,861-18.5% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 20.42% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $14,001 | $3,220+334.8% | $2,521+455.3% | $4,762+194.0% |
| Participant deferral / active EE | $7,618 | $4,778+59.4% | $4,049+88.2% | $5,850+30.2% |
| Admin fee / account holder | $4,439 | $12,205-63.6% | $7,497-40.8% | $11,596-61.7% |