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 | $117,918 | $105,126+12.2% | $94,646+24.6% | $139,434-15.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 38.03%-23.0pp | 156.71%-141.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,855 | $4,106-54.8% | $3,672-49.5% | $4,751-61.0% |
| Participant deferral / active EE | $5,886 | $7,599-22.5% | $7,418-20.6% | $6,710-12.3% |
| Admin fee / account holder | $3,102 | $8,984-65.5% | $7,231-57.1% | $11,403-72.8% |