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 | $133,427 | $115,770+15.3% | $101,248+31.8% | $158,922-16.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.61% | 56.14%-43.5pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,586 | $4,175-62.0% | $3,660-56.7% | $4,761-66.7% |
| Participant deferral / active EE | $3,821 | $4,957-22.9% | $4,370-12.6% | $5,982-36.1% |
| Admin fee / account holder | $1,415 | $7,245-80.5% | $5,945-76.2% | $11,246-87.4% |