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 | $145,709 | $109,881+32.6% | $150,045-2.9% | $84,808+71.8% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 16.67% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $11,090 | $3,561+211.4% | $4,693+136.3% | $2,631+321.5% |
| Participant deferral / active EE | $9,845 | $6,636+48.4% | $7,997+23.1% | $4,212+133.8% |
| Admin fee / account holder | $5,731 | $8,568-33.1% | $13,435-57.3% | $7,344-22.0% |