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 | $143,093 | $117,381+21.9% | $99,443+43.9% | $152,861-6.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.48% | 31.87%-5.4pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,179 | $3,013+5.5% | $2,540+25.2% | $4,762-33.2% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $483 | $7,631-93.7% | $6,250-92.3% | $11,596-95.8% |