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 | $161,468 | $96,965+66.5% | $97,995+64.8% | $147,584+9.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.72% | 24.11%-9.4pp | 23.94%-9.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $8,140 | $4,536+79.4% | $4,158+95.8% | $4,876+66.9% |
| Participant deferral / active EE | $4,762 | $5,081-6.3% | $5,097-6.6% | $5,439-12.4% |
| Admin fee / account holder | $905 | $8,120-88.9% | $5,943-84.8% | $10,885-91.7% |