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 | $132,288 | $103,376+28.0% | $87,100+51.9% | $152,861-13.5% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 19.89% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,680 | $3,220+14.3% | $2,521+45.9% | $4,762-22.7% |
| Participant deferral / active EE | $3,791 | $4,778-20.7% | $4,049-6.4% | $5,850-35.2% |
| Admin fee / account holder | $1,104 | $12,205-91.0% | $7,497-85.3% | $11,596-90.5% |