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 | $113,381 | $153,772-26.3% | $133,980-15.4% | $273,961-58.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.41% | 36.51%-23.1pp | 29.30%-15.9pp | 41.45%-28.0pp |
| Employer contribution / active EE | $17,830 | $6,029+195.7% | $5,211+242.1% | $4,869+266.2% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $2,226 | $11,765-81.1% | $9,324-76.1% | $10,132-78.0% |