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 | $155,778 | $163,101-4.5% | $136,749+13.9% | $142,382+9.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.94% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,783 | $4,117+113.4% | $3,400+158.4% | $4,299+104.3% |
| Participant deferral / active EE | $12,414 | $5,585+122.3% | $4,692+164.6% | $6,507+90.8% |
| Admin fee / account holder | $15,590 | $14,318+8.9% | $11,386+36.9% | $12,624+23.5% |