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 | $73,730 | $69,207+6.5% | $64,056+15.1% | $139,434-47.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.41% | 45.88%-21.5pp | 33.69%-9.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,151 | $3,182-1.0% | $2,747+14.7% | $4,751-33.7% |
| Participant deferral / active EE | $3,991 | $4,682-14.7% | $3,880+2.9% | $6,710-40.5% |
| Admin fee / account holder | $4,819 | $4,244+13.5% | $3,068+57.1% | $11,403-57.7% |