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 | $139,498 | $135,952+2.6% | $123,892+12.6% | $273,961-49.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.58% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,055 | $5,170-21.6% | $4,617-12.2% | $4,869-16.7% |
| Participant deferral / active EE | $5,599 | $6,343-11.7% | $5,984-6.4% | $5,287+5.9% |
| Admin fee / account holder | $30,406 | $9,817+209.7% | $8,357+263.8% | $10,132+200.1% |