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 | $160,932 | $165,335-2.7% | $149,696+7.5% | $158,922+1.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.57% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,353 | $5,103+122.5% | $4,644+144.5% | $4,761+138.5% |
| Participant deferral / active EE | $8,876 | $7,181+23.6% | $6,842+29.7% | $5,982+48.4% |
| Admin fee / account holder | $774 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |