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 7-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 | $153,795 | $92,798+65.7% | $96,707+59.0% | $137,256+12.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 12.94% | 31.24%-18.3pp | 34.78%-21.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,100 | $4,147+71.2% | $4,191+69.4% | $4,156+70.8% |
| Participant deferral / active EE | $17,613 | $5,877+199.7% | $5,997+193.7% | $6,407+174.9% |
| Admin fee / account holder | $1,058 | $7,946-86.7% | $7,503-85.9% | $12,270-91.4% |