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 | $151,531 | $162,781-6.9% | $133,956+13.1% | $158,922-4.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 21.79% | 41.94%-20.2pp | 45.09%-23.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,530 | $4,975+11.1% | $3,919+41.1% | $4,761+16.1% |
| Participant deferral / active EE | $24,756 | $5,911+318.8% | $5,048+390.4% | $5,982+313.8% |
| Admin fee / account holder | $30,289 | $11,736+158.1% | $8,927+239.3% | $11,246+169.3% |