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 | $159,574 | $127,386+25.3% | $115,037+38.7% | $125,391+27.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.86% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $5,327 | $5,166+3.1% | $4,608+15.6% | $4,866+9.5% |
| Participant deferral / active EE | $11,015 | $6,423+71.5% | $6,026+82.8% | $5,352+105.8% |
| Admin fee / account holder | $25,214 | $9,516+165.0% | $8,175+208.4% | $9,540+164.3% |