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 | $151,913 | $99,985+51.9% | $146,665+3.6% | $85,850+77.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.78% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,639 | $2,559+42.2% | $4,136-12.0% | $2,565+41.9% |
| Participant deferral / active EE | $4,533 | $4,006+13.2% | $5,506-17.7% | $3,952+14.7% |
| Admin fee / account holder | $1,203 | $7,702-84.4% | $10,280-88.3% | $6,260-80.8% |