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 | $109,337 | $111,754-2.2% | $103,333+5.8% | $145,922-25.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,779 | $4,212-10.3% | $3,868-2.3% | $4,660-18.9% |
| Participant deferral / active EE | $7,411 | $5,619+31.9% | $5,057+46.5% | $6,688+10.8% |
| Admin fee / account holder | $1,436 | $9,750-85.3% | $8,355-82.8% | $13,397-89.3% |