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 | $139,707 | $103,376+35.1% | $87,100+60.4% | $152,861-8.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.87% | 28.10%-12.2pp | 28.19%-12.3pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,485 | $3,220-22.8% | $2,521-1.4% | $4,762-47.8% |
| Participant deferral / active EE | $7,653 | $4,778+60.2% | $4,049+89.0% | $5,850+30.8% |
| Admin fee / account holder | $603 | $12,205-95.1% | $7,497-92.0% | $11,596-94.8% |