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 | $150,824 | $109,881+37.3% | $150,045+0.5% | $84,808+77.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.76% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,163 | $3,561-11.2% | $4,693-32.6% | $2,631+20.2% |
| Participant deferral / active EE | $11,431 | $6,636+72.3% | $7,997+42.9% | $4,212+171.4% |
| Admin fee / account holder | $8,295 | $8,568-3.2% | $13,435-38.3% | $7,344+13.0% |