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 | $148,313 | $106,515+39.2% | $96,683+53.4% | $139,434+6.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,610 | $4,103+85.5% | $3,737+103.6% | $4,751+60.2% |
| Participant deferral / active EE | $11,508 | $5,454+111.0% | $4,878+135.9% | $6,710+71.5% |
| Admin fee / account holder | $3,458 | $7,877-56.1% | $6,730-48.6% | $11,403-69.7% |