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 | $118,621 | $103,376+14.7% | $87,100+36.2% | $152,861-22.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.70% | 28.10%-2.4pp | 28.19%-2.5pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,874 | $3,220-41.8% | $2,521-25.7% | $4,762-60.6% |
| Participant deferral / active EE | $6,285 | $4,778+31.5% | $4,049+55.2% | $5,850+7.4% |
| Admin fee / account holder | $514 | $12,205-95.8% | $7,497-93.1% | $11,596-95.6% |