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 | $143,932 | $152,587-5.7% | $125,175+15.0% | $152,861-5.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.16% | 54.84%-40.7pp | 43.79%-29.6pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,691 | $4,946-25.4% | $3,865-4.5% | $4,762-22.5% |
| Participant deferral / active EE | $6,919 | $5,868+17.9% | $4,937+40.2% | $5,850+18.3% |
| Admin fee / account holder | $7,546 | $13,434-43.8% | $9,702-22.2% | $11,596-34.9% |