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 | $136,793 | $135,952+0.6% | $123,892+10.4% | $273,961-50.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.03% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $3,308 | $5,170-36.0% | $4,617-28.4% | $4,869-32.1% |
| Participant deferral / active EE | $5,723 | $6,343-9.8% | $5,984-4.4% | $5,287+8.3% |
| Admin fee / account holder | $59,558 | $9,817+506.7% | $8,357+612.7% | $10,132+487.8% |