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 | $107,177 | $101,069+6.0% | $81,478+31.5% | $147,584-27.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.02% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,117 | $3,205-65.1% | $2,568-56.5% | $4,876-77.1% |
| Participant deferral / active EE | $1,149 | $4,242-72.9% | $3,537-67.5% | $5,439-78.9% |
| Admin fee / account holder | $1,200 | $5,812-79.4% | $4,561-73.7% | $10,885-89.0% |