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 | $136,035 | $117,841+15.4% | $102,423+32.8% | $145,922-6.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 11.76% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,241 | $3,615-38.0% | $3,023-25.9% | $4,660-51.9% |
| Participant deferral / active EE | $4,442 | $5,731-22.5% | $5,053-12.1% | $6,688-33.6% |
| Admin fee / account holder | $2,398 | $13,326-82.0% | $9,451-74.6% | $13,397-82.1% |