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 | $196,903 | $227,553-13.5% | $189,557+3.9% | $167,490+17.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.99% | 78.40%-65.4pp | 64.17%-51.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $7,611 | $5,316+43.2% | $4,412+72.5% | $4,837+57.3% |
| Participant deferral / active EE | $14,117 | $7,002+101.6% | $6,174+128.7% | $6,341+122.6% |
| Admin fee / account holder | $36,147 | $11,878+204.3% | $9,807+268.6% | $12,309+193.7% |