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 | $179,851 | $149,679+20.2% | $117,039+53.7% | $147,584+21.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.01% | 19.31%-7.3pp | 18.95%-6.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $20,288 | $4,937+311.0% | $3,785+436.1% | $4,876+316.0% |
| Participant deferral / active EE | $6,000 | $4,912+22.2% | $3,929+52.7% | $5,439+10.3% |
| Admin fee / account holder | $1,356 | $7,856-82.7% | $5,974-77.3% | $10,885-87.5% |