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 | $134,721 | $127,386+5.8% | $115,037+17.1% | $125,391+7.4% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 0.77% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,838 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $8,296 | $6,423+29.2% | $6,026+37.7% | $5,352+55.0% |
| Admin fee / account holder | $11,424 | $9,516+20.0% | $8,175+39.7% | $9,540+19.7% |