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 | $124,438 | $102,828+21.0% | $105,387+18.1% | $152,861-18.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.00% | 20.85%-2.9pp | 26.82%-8.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,780 | $4,473+29.2% | $4,213+37.2% | $4,762+21.4% |
| Participant deferral / active EE | $6,117 | $5,465+11.9% | $5,502+11.2% | $5,850+4.6% |
| Admin fee / account holder | $4,801 | $8,683-44.7% | $6,559-26.8% | $11,596-58.6% |