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 | $137,937 | $111,754+23.4% | $103,333+33.5% | $145,922-5.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 15.02% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,854 | $4,212+39.0% | $3,868+51.4% | $4,660+25.6% |
| Participant deferral / active EE | $7,316 | $5,619+30.2% | $5,057+44.7% | $6,688+9.4% |
| Admin fee / account holder | $9,082 | $9,750-6.9% | $8,355+8.7% | $13,397-32.2% |