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 | $165,413 | $118,427+39.7% | $66,042+150.5% | $142,382+16.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.66% | 35.57%-21.9pp | 52.11%-38.5pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,035 | $2,570+57.0% | $1,579+155.5% | $4,299-6.1% |
| Participant deferral / active EE | $8,975 | $4,311+108.2% | $2,835+216.5% | $6,507+37.9% |
| Admin fee / account holder | $779 | $9,593-91.9% | $5,747-86.4% | $12,624-93.8% |