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 | $115,891 | $111,814+3.6% | $103,374+12.1% | $145,959-20.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 16.34% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,010 | $4,214-52.3% | $3,869-48.1% | $4,661-56.9% |
| Participant deferral / active EE | $5,159 | $5,618-8.2% | $5,058+2.0% | $6,689-22.9% |
| Admin fee / account holder | $2,166 | $9,754-77.8% | $8,394-74.2% | $13,398-83.8% |