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 | $163,777 | $142,344+15.1% | $119,609+36.9% | $134,475+21.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.75% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,416 | $5,222-15.4% | $4,232+4.3% | $4,740-6.8% |
| Participant deferral / active EE | $11,109 | $6,469+71.7% | $5,602+98.3% | $6,400+73.6% |
| Admin fee / account holder | $3,243 | $13,584-76.1% | $10,323-68.6% | $11,426-71.6% |