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 | $137,868 | $118,450+16.4% | $98,439+40.1% | $139,434-1.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 18.94%-7.0pp | 21.16%-9.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,332 | $3,609-35.4% | $3,048-23.5% | $4,751-50.9% |
| Participant deferral / active EE | $4,361 | $5,392-19.1% | $4,738-8.0% | $6,710-35.0% |
| Admin fee / account holder | $614 | $14,026-95.6% | $8,948-93.1% | $11,403-94.6% |