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 | $248,783 | $96,965+156.6% | $97,995+153.9% | $147,584+68.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.61% | 24.11%-9.5pp | 23.94%-9.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,053 | $4,536+55.5% | $4,158+69.6% | $4,876+44.6% |
| Participant deferral / active EE | $6,269 | $5,081+23.4% | $5,097+23.0% | $5,439+15.3% |
| Admin fee / account holder | $5,122 | $8,120-36.9% | $5,943-13.8% | $10,885-52.9% |