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 | $112,335 | $118,450-5.2% | $98,439+14.1% | $139,434-19.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 18.94%-4.7pp | 21.16%-7.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,137 | $3,609+14.6% | $3,048+35.7% | $4,751-12.9% |
| Participant deferral / active EE | $5,203 | $5,392-3.5% | $4,738+9.8% | $6,710-22.5% |
| Admin fee / account holder | $21,781 | $14,026+55.3% | $8,948+143.4% | $11,403+91.0% |