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 | $146,813 | $113,339+29.5% | $94,993+54.6% | $147,584-0.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.68% | 20.77%-7.1pp | 27.12%-13.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $5,307 | $3,160+67.9% | $2,603+103.8% | $4,876+8.8% |
| Participant deferral / active EE | $517 | $3,777-86.3% | $3,317-84.4% | $5,439-90.5% |
| Admin fee / account holder | $648 | $6,063-89.3% | $4,960-86.9% | $10,885-94.0% |