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 | $107,447 | $101,069+6.3% | $81,478+31.9% | $147,584-27.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.76% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.8pp |
| Employer contribution / active EE | $11,358 | $3,205+254.4% | $2,568+342.3% | $4,876+132.9% |
| Participant deferral / active EE | $10,499 | $4,242+147.5% | $3,537+196.8% | $5,439+93.0% |
| Admin fee / account holder | $3,869 | $5,812-33.4% | $4,561-15.2% | $10,885-64.5% |