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 | $111,924 | $99,985+11.9% | $146,665-23.7% | $85,850+30.4% |
| Participation rate | 84.1% | 73.1%+11.0pp | 80.1%+4.0pp | 69.3%+14.7pp |
| Annual return | 15.14% | 18.93%-3.8pp | 22.74%-7.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,125 | $2,559-56.0% | $4,136-72.8% | $2,565-56.2% |
| Participant deferral / active EE | $6,387 | $4,006+59.4% | $5,506+16.0% | $3,952+61.6% |
| Admin fee / account holder | $6,375 | $7,702-17.2% | $10,280-38.0% | $6,260+1.8% |