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 | $152,775 | $116,175+31.5% | $93,606+63.2% | $152,861-0.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.53% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,726 | $3,218+15.8% | $2,718+37.1% | $4,762-21.8% |
| Participant deferral / active EE | $4,238 | $4,603-7.9% | $4,069+4.2% | $5,850-27.6% |
| Admin fee / account holder | $1,212 | $10,748-88.7% | $7,888-84.6% | $11,596-89.5% |