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 | $126,678 | $127,065-0.3% | $113,168+11.9% | $142,382-11.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.92% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,524 | $3,442+31.4% | $2,975+52.1% | $4,299+5.2% |
| Participant deferral / active EE | $7,876 | $5,716+37.8% | $5,107+54.2% | $6,507+21.0% |
| Admin fee / account holder | $24,335 | $15,736+54.6% | $12,068+101.7% | $12,624+92.8% |