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 | $116,510 | $104,251+11.8% | $91,001+28.0% | $147,584-21.1% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 15.37% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,059 | $3,116-66.0% | $2,456-56.9% | $4,876-78.3% |
| Participant deferral / active EE | $4,646 | $4,195+10.8% | $3,547+31.0% | $5,439-14.6% |
| Admin fee / account holder | $9,376 | $8,948+4.8% | $5,417+73.1% | $10,885-13.9% |