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 | $85,427 | $69,207+23.4% | $64,056+33.4% | $139,434-38.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.94% | 45.88%-20.9pp | 33.69%-8.7pp | 372.94%-348.0pp |
| Employer contribution / active EE | $9,146 | $3,182+187.4% | $2,747+233.0% | $4,751+92.5% |
| Participant deferral / active EE | $21,000 | $4,682+348.6% | $3,880+441.2% | $6,710+213.0% |
| Admin fee / account holder | $433 | $4,244-89.8% | $3,068-85.9% | $11,403-96.2% |