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 | $136,151 | $201,272-32.4% | $184,203-26.1% | $145,922-6.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.19% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,184 | $7,022-68.9% | $6,427-66.0% | $4,660-53.1% |
| Participant deferral / active EE | $8,614 | $9,806-12.2% | $9,131-5.7% | $6,688+28.8% |
| Admin fee / account holder | $493 | $16,364-97.0% | $13,901-96.5% | $13,397-96.3% |