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 | $151,755 | $105,859+43.4% | $90,160+68.3% | $147,584+2.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.66% | 37.63%-27.0pp | 34.88%-24.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,433 | $4,126-65.3% | $3,318-56.8% | $4,876-70.6% |
| Participant deferral / active EE | $6,399 | $5,733+11.6% | $5,288+21.0% | $5,439+17.7% |
| Admin fee / account holder | $396 | $8,046-95.1% | $5,943-93.3% | $10,885-96.4% |