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 | $142,787 | $100,754+41.7% | $86,677+64.7% | $134,475+6.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.52% | 29.04%-27.5pp | 35.91%-34.4pp | 417.96%-416.4pp |
| Employer contribution / active EE | $8,660 | $3,489+148.2% | $2,836+205.3% | $4,740+82.7% |
| Participant deferral / active EE | $3,289 | $5,338-38.4% | $4,656-29.4% | $6,400-48.6% |
| Admin fee / account holder | $2,645 | $10,926-75.8% | $7,493-64.7% | $11,426-76.8% |