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 | $126,197 | $110,261+14.5% | $95,745+31.8% | $139,434-9.5% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 16.78% | 27.11%-10.3pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,478 | $3,257+37.5% | $2,835+58.0% | $4,751-5.7% |
| Participant deferral / active EE | $11,374 | $4,676+143.3% | $4,245+168.0% | $6,710+69.5% |
| Admin fee / account holder | $4,440 | $6,613-32.9% | $5,678-21.8% | $11,403-61.1% |