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 | $156,007 | $149,734+4.2% | $118,925+31.2% | $158,922-1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.33% | 19.95%-9.6pp | 35.88%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,709 | $4,115-58.5% | $3,263-47.6% | $4,761-64.1% |
| Participant deferral / active EE | $4,607 | $5,223-11.8% | $4,265+8.0% | $5,982-23.0% |
| Admin fee / account holder | $1,140 | $8,603-86.7% | $6,581-82.7% | $11,246-89.9% |