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 | $120,947 | $110,261+9.7% | $95,745+26.3% | $139,434-13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,820 | $3,257-13.4% | $2,835-0.5% | $4,751-40.6% |
| Participant deferral / active EE | $14,124 | $4,676+202.1% | $4,245+232.8% | $6,710+110.5% |
| Admin fee / account holder | $3,374 | $6,613-49.0% | $5,678-40.6% | $11,403-70.4% |