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 | $150,758 | $76,407+97.3% | $150,298+0.3% | $82,448+82.9% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 14.35% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,589 | $2,614-1.0% | $4,154-37.7% | $2,551+1.5% |
| Participant deferral / active EE | $2,101 | $3,214-34.6% | $5,453-61.5% | $4,139-49.2% |
| Admin fee / account holder | $21,286 | $6,352+235.1% | $14,116+50.8% | $7,234+194.2% |