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 | $140,876 | $185,822-24.2% | $169,993-17.1% | $139,434+1.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 60.50%-44.4pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $18,055 | $7,590+137.9% | $6,785+166.1% | $4,751+280.0% |
| Participant deferral / active EE | $15,440 | $11,622+32.9% | $10,408+48.4% | $6,710+130.1% |
| Admin fee / account holder | $759 | $15,381-95.1% | $12,815-94.1% | $11,403-93.3% |