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 | $146,338 | $165,335-11.5% | $149,696-2.2% | $158,922-7.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.58% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,244 | $5,103+61.6% | $4,644+77.5% | $4,761+73.2% |
| Participant deferral / active EE | $16,284 | $7,181+126.8% | $6,842+138.0% | $5,982+172.2% |
| Admin fee / account holder | $801 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |