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 | $140,909 | $117,841+19.6% | $102,423+37.6% | $145,922-3.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 17.77% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,750 | $3,615+31.4% | $3,023+57.1% | $4,660+1.9% |
| Participant deferral / active EE | $3,216 | $5,731-43.9% | $5,053-36.4% | $6,688-51.9% |
| Admin fee / account holder | $5,330 | $13,326-60.0% | $9,451-43.6% | $13,397-60.2% |