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 5-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 | $147,194 | $159,602-7.8% | $150,045-1.9% | $142,382+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.32% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,846 | $4,961+78.3% | $4,693+88.5% | $4,299+105.8% |
| Participant deferral / active EE | $21,060 | $8,310+153.4% | $7,997+163.3% | $6,507+223.6% |
| Admin fee / account holder | $1,154 | $14,846-92.2% | $13,435-91.4% | $12,624-90.9% |