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 | $134,057 | $111,814+19.9% | $103,374+29.7% | $145,959-8.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,420 | $4,214-18.8% | $3,869-11.6% | $4,661-26.6% |
| Participant deferral / active EE | $4,500 | $5,618-19.9% | $5,058-11.0% | $6,689-32.7% |
| Admin fee / account holder | $707 | $9,754-92.8% | $8,394-91.6% | $13,398-94.7% |