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 | $134,606 | $94,338+42.7% | $100,534+33.9% | $142,382-5.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.25% | 29.20%-14.0pp | 32.66%-17.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $10,811 | $4,237+155.1% | $4,346+148.7% | $4,299+151.5% |
| Participant deferral / active EE | $5,193 | $5,934-12.5% | $6,144-15.5% | $6,507-20.2% |
| Admin fee / account holder | $18,942 | $8,421+124.9% | $7,654+147.5% | $12,624+50.1% |