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 4-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 | $124,261 | $214,378-42.0% | $200,582-38.0% | $142,382-12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.87% | 46.41%-22.5pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $16,558 | $6,841+142.0% | $6,419+158.0% | $4,299+285.1% |
| Participant deferral / active EE | $17,369 | $9,865+76.1% | $9,331+86.1% | $6,507+166.9% |
| Admin fee / account holder | $2,404 | $17,692-86.4% | $16,305-85.3% | $12,624-81.0% |