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 6-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 | $134,576 | $52,681+155.5% | $75,781+77.6% | $59,632+125.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.83% | 2.95%-2.1pp | 9.68%-8.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $9,613 | $2,193+338.3% | $3,323+189.3% | $2,203+336.4% |
| Participant deferral / active EE | $6,151 | $2,591+137.4% | $3,651+68.5% | $3,192+92.7% |
| Admin fee / account holder | $4,088 | $3,610+13.2% | $5,299-22.9% | $4,297-4.9% |