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 | $64,755 | $71,809-9.8% | $61,048+6.1% | $152,861-57.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 22.29% | 29.74%-7.5pp | 26.18%-3.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $4,151 | $4,545-8.7% | $3,716+11.7% | $4,762-12.8% |
| Participant deferral / active EE | $9,785 | $5,467+79.0% | $4,470+118.9% | $5,850+67.3% |
| Admin fee / account holder | $727 | $4,750-84.7% | $3,728-80.5% | $11,596-93.7% |