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 | $126,437 | $117,381+7.7% | $99,443+27.1% | $152,861-17.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.82% | 31.87%-12.0pp | 30.72%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $8,144 | $3,013+170.3% | $2,540+220.7% | $4,762+71.0% |
| Participant deferral / active EE | $5,000 | $4,086+22.4% | $3,619+38.2% | $5,850-14.5% |
| Admin fee / account holder | $448 | $7,631-94.1% | $6,250-92.8% | $11,596-96.1% |