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 | $157,473 | $105,630+49.1% | $87,507+80.0% | $273,961-42.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.61% | 12.25%-10.6pp | 12.21%-10.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,767 | $3,141+19.9% | $2,550+47.7% | $4,869-22.6% |
| Participant deferral / active EE | $10,800 | $3,601+199.9% | $3,149+243.0% | $5,287+104.3% |
| Admin fee / account holder | $92,057 | $4,781+1825.6% | $4,221+2081.1% | $10,132+808.6% |