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 | $160,310 | $115,882+38.3% | $100,516+59.5% | $158,922+0.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.17% | 34.79%-19.6pp | 30.89%-15.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,385 | $4,103-17.5% | $3,418-1.0% | $4,761-28.9% |
| Participant deferral / active EE | $13,650 | $6,674+104.5% | $6,270+117.7% | $5,982+128.2% |
| Admin fee / account holder | $24,866 | $10,995+126.1% | $8,081+207.7% | $11,246+121.1% |