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 | $154,543 | $201,272-23.2% | $184,203-16.1% | $145,922+5.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.92% | 29.00%-3.1pp | 28.81%-2.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,870 | $7,022-59.1% | $6,427-55.3% | $4,660-38.4% |
| Participant deferral / active EE | $12,060 | $9,806+23.0% | $9,131+32.1% | $6,688+80.3% |
| Admin fee / account holder | $20,658 | $16,364+26.2% | $13,901+48.6% | $13,397+54.2% |