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 | $129,764 | $112,096+15.8% | $95,952+35.2% | $158,922-18.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.83% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,090 | $3,198-3.4% | $2,541+21.6% | $4,761-35.1% |
| Participant deferral / active EE | $7,722 | $4,784+61.4% | $4,167+85.3% | $5,982+29.1% |
| Admin fee / account holder | $905 | $10,130-91.1% | $6,795-86.7% | $11,246-92.0% |