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 | $119,073 | $114,381+4.1% | $107,525+10.7% | $142,382-16.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,646 | $4,015+15.7% | $3,754+23.8% | $4,299+8.1% |
| Participant deferral / active EE | $6,082 | $5,564+9.3% | $5,116+18.9% | $6,507-6.5% |
| Admin fee / account holder | $11,210 | $9,860+13.7% | $8,919+25.7% | $12,624-11.2% |