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 | $112,961 | $104,664+7.9% | $85,682+31.8% | $167,490-32.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.39% | 21.45%-12.1pp | 21.49%-12.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $4,499 | $3,337+34.8% | $2,618+71.8% | $4,837-7.0% |
| Participant deferral / active EE | $4,499 | $4,824-6.7% | $3,923+14.7% | $6,341-29.1% |
| Admin fee / account holder | $2,263 | $10,032-77.4% | $6,873-67.1% | $12,309-81.6% |