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 5-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 | $151,127 | $41,377+265.2% | $109,313+38.3% | $62,891+140.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.94% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,026 | $1,276+529.0% | $3,892+106.2% | $2,281+251.9% |
| Participant deferral / active EE | $6,099 | $2,045+198.2% | $3,166+92.6% | $3,203+90.4% |
| Admin fee / account holder | $3,941 | $2,884+36.7% | $5,666-30.4% | $4,296-8.2% |