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 | $136,937 | $149,734-8.5% | $118,925+15.1% | $158,922-13.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.75% | 19.95%+2.8pp | 35.88%-13.1pp | 302.83%-280.1pp |
| Employer contribution / active EE | $21,419 | $4,115+420.5% | $3,263+556.5% | $4,761+349.9% |
| Participant deferral / active EE | $15,738 | $5,223+201.3% | $4,265+269.0% | $5,982+163.1% |
| Admin fee / account holder | $590 | $8,603-93.1% | $6,581-91.0% | $11,246-94.8% |