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 6-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 | $142,773 | $238,490-40.1% | $180,183-20.8% | $142,382+0.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.45% | 33.56%-14.1pp | 27.86%-8.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $21,362 | $6,143+247.8% | $5,039+323.9% | $4,299+396.9% |
| Participant deferral / active EE | $21,362 | $7,996+167.2% | $6,822+213.1% | $6,507+228.3% |
| Admin fee / account holder | $1,767 | $28,866-93.9% | $19,975-91.2% | $12,624-86.0% |