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 | $131,197 | $108,912+20.5% | $100,383+30.7% | $145,959-10.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 57.96%-41.5pp | 49.26%-32.8pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,727 | $4,423-38.3% | $3,944-30.9% | $4,661-41.5% |
| Participant deferral / active EE | $6,033 | $8,451-28.6% | $8,086-25.4% | $6,689-9.8% |
| Admin fee / account holder | $4,322 | $9,690-55.4% | $7,900-45.3% | $13,398-67.7% |