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 | $152,732 | $214,378-28.8% | $200,582-23.9% | $142,382+7.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.99% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $16,278 | $6,841+137.9% | $6,419+153.6% | $4,299+278.6% |
| Participant deferral / active EE | $20,232 | $9,865+105.1% | $9,331+116.8% | $6,507+210.9% |
| Admin fee / account holder | $1,311 | $17,692-92.6% | $16,305-92.0% | $12,624-89.6% |