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 | $128,338 | $127,065+1.0% | $113,168+13.4% | $142,382-9.9% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 11.89% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,752 | $3,442+38.1% | $2,975+59.7% | $4,299+10.5% |
| Participant deferral / active EE | $6,135 | $5,716+7.3% | $5,107+20.1% | $6,507-5.7% |
| Admin fee / account holder | $2,210 | $15,736-86.0% | $12,068-81.7% | $12,624-82.5% |