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 | $149,145 | $117,381+27.1% | $99,443+50.0% | $152,861-2.4% |
| Participation rate | 95.0% | 77.5%+17.5pp | 73.8%+21.2pp | 82.4%+12.6pp |
| Annual return | 17.79% | 31.87%-14.1pp | 30.72%-12.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,834 | $3,013+27.3% | $2,540+51.0% | $4,762-19.5% |
| Participant deferral / active EE | $5,469 | $4,086+33.9% | $3,619+51.1% | $5,850-6.5% |
| Admin fee / account holder | $4,198 | $7,631-45.0% | $6,250-32.8% | $11,596-63.8% |