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 | $156,045 | $153,772+1.5% | $133,980+16.5% | $273,961-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.08% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $8,024 | $6,029+33.1% | $5,211+54.0% | $4,869+64.8% |
| Participant deferral / active EE | $6,711 | $6,958-3.6% | $6,282+6.8% | $5,287+26.9% |
| Admin fee / account holder | $8,018 | $11,765-31.8% | $9,324-14.0% | $10,132-20.9% |